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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Points from Taiwan Semi/Tech 2Q Sales
Starting July 14, 2016, TSMC will first report 2Q16 results and provide 3Q16 guidance to kick off semi/tech earnings season. Our report takeaways...
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TWSE Short Interest Weekly (Mar 20th): Hon Hai Precision, United Integrated Services, CTBC Financial
We analyzed TWSE short interest report for the past week and highlighted short interest changes in Hon Hai Precision (2317 TT), United Integrated...
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