Taiwan Tech Weekly: NVDA Results- Taiwan Supplier Winners; Silicon Valley's Substrate- TSMC Slayer?

442 Views20 Nov 2025 10:33

NVIDIA's strong results suggest strong demand for key suppliers in Taiwan, while ASML and TSMC are at the forefront of Silicon Valley's substrate technology.

What is covered in the Full Insight:

NVIDIA Results and Taiwan Supplier Impact
Substrate's Ambitious Claims
Taiwan Dual-Listings Monitor
Silergy’s Market Outlook
SMIC's Continued Revenue Growth

Vincent Fernando, CFA

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