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Winbond Electronics (2344 TT)
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80
Analysis
Information Technology
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Taiwan
Winbond Electronics Corporation designs, manufactures, and sells integrated circuits (IC) and related products. The Company sells its products in Taiwan, the United States, and Hong Kong.
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bullish
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Taiwan Semiconductor (TSMC)
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31 Jul 2023 18:31
Taiwan Tech Weekly: Wave of Taiwan Earnings Plus AMD & Apple; AI Accelerating DRAM & PC Recovery
Wave of Taiwan earnings this week with Delta, Advantech, Innolux, Winbond, Realtek, Elan, ChipMOS plus others in Taiwan. Also -- We visited...
Vincent Fernando, CFA
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281 Views
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bullish
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Chipmos Technologies
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19 Jul 2023 13:34
ChipMOS: Results Ahead & Key Clients for Display and Memory Signal a Turn Around Is Happening
We had a call with ChipMOS management about the company's latest long-term research efforts and drivers. The shares appear well supported into an...
Vincent Fernando, CFA
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402 Views
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bullish
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Thematic (Sector/Industry)
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22 Jun 2023 08:18
Encouraging Signs in Recent Semi Stats
The chip market is giving signs of a recovery which will see rising revenues but should remain unprofitable for commodity players until mid-2024. ...
Jim Handy
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345 Views
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bearish
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Quantitative Analysis
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18 Jun 2023 10:15
TWSE Short Interest Weekly (Jun 16th): Inventec, Quanta Computer, Walsin Lihwa, Asia Vital
We analyzed TWSE short interest report for the past week and highlight short interest changes in Inventec, Quanta Computer, Walsin Lihwa, Asia...
Ke Yan, CFA, FRM
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374 Views
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bullish
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Thematic (Sector/Industry)
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25 May 2023 06:36
Where Are We in the Semiconductor Cycle?
Will the semiconductor market turn around? Revenues are likely to regain modest growth in the fourth quarter, but profits shouldn't return until...
Jim Handy
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448 Views
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