Wiwynn GDRs Early Look - US$1.3bn Taiwan GDR Would Be Easily Digested
Wiwynn Corp (6669 TT) is looking to raise up to US1.3bn in its upcoming GDR offering. The deal will be a very well flagged one, if and when it does...
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From Nvidia Results to See Supply Chain Stories?
From Nvidia Results to See Supply Chain Stories? Post 35% price gain in a quarter, many good news already factored into the share price. We...
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What to Avoid if AI Server Will Continue to Squeeze General Server Market in 2024-2025?
Names to Avoid if AI Server Will Continue to Squeeze General Server Market in 2024-2025? Different from consensus, we expect non AI server market...
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Nvidia Results Blow-Out: Multi-Year Growth Ahead; Wiwynn in Taiwan, Plus a Smallcap Wildcard AI Play
The company sees US$1 trillion of data center upgrades ahead. Our AI Leaders Basket constituents TSMC and ASML are rising as well.
596 Views
Taiwan Tech Weekly: TSMC Wins Major U.S. Support; Nanya Results; UMC Rush Orders
TSMC receives $6.6bn from US CHIPS Act; also plans for 2nd Japanese fab; Nanya's results to shed light on DRAM post-earthquake; UMC sees rush...
335 Views