TWSE Short Interest Weekly (May 8th): Powerchip Semiconductor Manufacturing, ASE Industrial
We analyzed TWSE short interest report for the past week and highlighted short interest changes in Powerchip Semiconductor Manufacturing (6770 TT),...
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Learnings From The History Of Memory Part 3- The Amazing Resurgence of NOR Flash
After peaking at just over $8 billion in 2006, NOR Flash revenues have been declining ever since and in 2016 amounted to just over $2 billion. This...
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Learnings From The History Of Memory Part 1 - China's DRAM Dreams
Memory, both DRAM and NAND, are currently in a super-cycle characterized by tight supply and rising prices. Commentators are divided as to whether...
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TWSE Short Interest Weekly (May 1st): CTBC Financial, Winbond Electronics, King Yuan Electronics
We analyzed TWSE short interest report for the past week and highlighted short interest changes in CTBC Financial, Winbond Electronics, King Yuan...
201 Views
AI's Biggest Winners Aren't NVDA and TSMC — They're the Suppliers
Suppliers in the AI buildout have outperformed NVDA and TSMC. We scanned our 190 AI/semiconductor coverage universe for key themes emerging from...
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