Aequitas: Alchip Technologies GDR Early Look - Strong Stock Momentum Ahead of Upcoming GDR Issue
Alchip Technologies (3661.TT) is looking to raise around US$1bn in its upcoming GDR offering. On 6th Mar 2026, AT announced its board’s resolution...
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Aequitas: Unimicron Technology GDR Early Look-Small Deal to Digest; Backed by Strong Recent Momentum
Unimicron Technology is looking to raise around US$2.6bn in its upcoming GDR offering. On 10th Apr 2026, UT announced its board’s resolution to...
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Taiwan Semi/Tech 3Q Sales Takeaway as an Early Indicator for Global Tech Earnings
Summary Starting October 13, 2016, TSMC will be the first company to report 3Q16 results and provide 4Q16 guidance to kick off semi/tech earnings...
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Where the AI & Semi Supply Chain Is Actually Flowing: Bottom-Up Read From Taiwan's March Sales Data
​Taiwan's March 2026 sales show strong growth in AI hardware sectors, with Memory up 196% and TSMC up 45%. The supply chain is sharply bifurcated,...
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Insights from Taiwan Semi/Tech July Sales
Despite recent strong performance (17% ytd) across US and Taiwan semiconductor index, we are turning a bit cautious here because Taiwan Semi/Tech...
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