Report
EUR 56.04 For Business Accounts Only

Continuing to dominate in leading technologies - 2330 TT; BUY

​We have been positive on semi since 4Q15, and now see that inventory restocking has been largely priced in, while the market also has high expectations for TSMC’s dominance in Apple’s A10. TSMC winning A10 allocation is a done deal, and with InFO’s help, it has a great chance to take the lion’s share in 10nm A11 as well.

Underlying
Provider
Yuanta
Yuanta

​Yuanta is a Taiwan-headquartered brokerage with a growing presence in Asia, especially across Greater China. Our team of 140+ provides cutting-edge analysis on key sectors, spread across offices in Taiwan, Hong Kong, Shanghai (A-Share), Seoul and Jakarta. With an ever-expanding coverage universe of 400+ companies, we provide in depth analysis with unique local color to investors. Consistently being voted the Best Investment Consulting Firm in Taiwan in the AsiaMoney broker poll is evidence of our strength. We target providing an extensive range of research, from small, to mid-sized, to large cap. We bring you the big, well-covered names, as well as going off the beaten track to research the less-familiar companies.

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