Alchip

Headlines · 2

1. Oct 12
   TSMC earnings call looms as Taiwan stocks slip and SOX falls

   Taiwan's weighted index fell 0.99% (492 points) to 49,313, breaking its five-day moving average, as foreign investors net sold NT$75.85bn and the three major institutional investor groups sold more than NT$90bn combined ahead of TSMC's Oct 15 earnings call. Overnight, the Philadelphia Semiconductor Index (SOX) dropped 0.41% and TSMC's ADR slipped 1.02% to $453.31, while the US 10-year Treasury yield rose to 5.24%, pressuring high-multiple tech valuations. Money concentrated in AI hardware niches: Nanya Technology drew NT$11.57bn in foreign buying, Alchip NT$3.35bn from investment trusts, Global Unichip was reported to be preparing a 15% price increase, and Unimicron stayed volatile amid compliance concerns, with attention on TSMC's Q3 results and CoWoS capacity expansion.

   科技新报 · 🔥 0
2. Oct 12
   Amazon buys sole stake in Gold Circuit, a first for Taiwan PCB makers

   Gold Circuit Electronics said on Sept. 29 that Amazon was the sole subscriber to a NT$1.589 billion private placement, buying 1,856 lots at NT$856 per share — the first time a cloud service provider has directly invested in a Taiwan PCB maker. The same day, the board material maker announced a NT$7.9 billion new plant investment. Analyst Cathay United Securities said the deal locks in Gold Circuit's order visibility for Amazon's next-generation Trainium 4 chip platform and helps it move to higher-end HDI production. Analysts at Taiwan Institute of Economic Research said Amazon's core aim is smooth next-generation AI server shipments, gaining supply priority and flexibility, plus indirect visibility into upstream materials such as copper-clad laminate and low-dielectric glass fabric.

   科技新报 · 🔥 0

Experience and discussion from the community

Share my Alchip experienceAsk about Alchip