Taiwan Ticker Talk

On February 5, the Taiwan Stock Exchange Weighted Index (TAIEX) closed at 23,161.58 points, up 367.62 points (+1.61%) from the previous trading day. Trading volume reached NT$349.3 billion, while the OTC Index also performed strongly, rising 1.71% to 250.25 points. Key Stock Movements TSMC (2330) surged NT$15 to close at NT$1,110, making a significant contribution to the index. Several stocks, inc...

News reports cover multiple angles: OpenAI plans to develop an AI terminal device to replace smartphones, posing a challenge to companies like MediaTek and Qualcomm; the U.S., Mexico, and Canada have reached an agreement on the fentanyl issue, temporarily halting tariffs; Nissan may reject Honda's acquisition proposal; U.S. stocks rebounded due to easing U.S.-China trade tensions; analysis of the...

Chinese startup DeepSeek has launched a low-cost AI model with performance comparable to that of OpenAI and Google, sending shockwaves through the U.S. tech sector and causing a sharp drop in U.S. stock markets, with NVIDIA's stock price plummeting in particular. The key to DeepSeek's success lies in its highly efficient data analysis methods, which require far fewer chips than its competitors. Th...

This report, prepared by Capital Investment Advisory, analyzes Trump's 2025 inaugural address and the potential impact of his policies on the U.S. economy. The report focuses on Trump's trade policies (high tariffs, particularly targeting Mexico, Canada, and China), energy policies (expanding oil production and repealing the Green New Deal), and immigration policies (tightening border controls) an...

NVIDIA plans to establish an overseas headquarters in Taiwan, considering factors such as government cooperation, industrial clustering, and transportation convenience. While Taipei City is the primary choice, limited land availability poses a challenge. Given NVIDIA’s close ties with Taiwan’s technology supply chain, experts suggest that this move will strengthen Taiwan’s position in the global A...

TSMC’s revenue saw significant growth in 2024, primarily driven by strong demand for AI chips. The company expects its revenue to grow by approximately 25% in 2025, while maintaining its long-term compound annual growth rate (CAGR) target of 20%. Notably, AI-related revenue is projected to increase by as much as 40%. Goldman Sachs, based on this outlook, remains optimistic about TSMC and its U.S....

This document is an excerpt from ASE Technology Holding Co., Ltd.'s 2023 Annual Report (Part I), covering the company profile, corporate governance report, fundraising activities, and financial report. The report provides a detailed overview of the company's organizational structure, board operations, audit committee functions, sustainability strategies, and financial data and analysis. It particu...

This document is MediaTek's 2023 Annual Report, covering corporate governance, financial status, business operations, and sustainable development. The report provides a detailed overview of MediaTek's business performance and market position in areas such as mobile chipsets, smart TV platforms, and custom chips. It also highlights the company’s efforts in research and development, talent cultivati...

This document is an excerpt from Realtek Semiconductor Corporation's Annual Report, covering the company profile, financial statements, business analysis, and corporate governance information. The report provides a detailed overview of Realtek's product development in the fields of communication networks, computer peripherals, and multimedia, as well as market competition and future outlook. It al...

This document is the annual report of Winbond Electronics Corporation, covering various aspects such as business operations, financial status, corporate governance, and sustainable development. The report provides a detailed overview of the company's product lines (including memory and logic chips), market sales performance, financial data (including income statement and balance sheet), board memb...

This is an excerpt from the 2023 Annual Report of United Microelectronics Corporation (UMC), covering various aspects such as company profile, business operations, financial status, corporate governance, and sustainable development. The report provides a detailed overview of UMC’s operational achievements, financial performance, ESG initiatives, and future outlook over the past year. It also discl...

This episode explores Dubai's economic model and rapid development, transforming from a remote desert city into one of the world's wealthiest metropolises. The video explains that Dubai's wealth is not solely built on oil but through strategic investments, free economic zones, and aggressive global marketing to attract foreign capital and talent. However, Dubai's success comes with challenges, suc...

This episode focuses on the Federal Reserve's decision to cut interest rates and its implications. The video analyzes the reasons behind the rate cut, including declining inflation and rising unemployment, while predicting the extent and duration of the rate cuts. It also explores the potential impacts on U.S. stock markets, bond markets, the dollar exchange rate, and other economies around the wo...

This episode provides a verbatim analysis of the economic policy differences between Trump and Kamala Harris in the U.S. presidential election. The video focuses on their respective positions on taxes, government spending, trade, immigration, and regulations, as well as the expected economic impacts of these policies. It compares the short-term and long-term effects of their economic strategies, s...

This episode will explore various money laundering techniques, ranging from early methods involving cash-based industries to recent strategies utilizing assets such as art, real estate, gold, and cryptocurrencies. It will also examine cross-border money laundering through the use of shell companies, underground banking systems, and other mechanisms. Using Singapore's largest money laundering case...

This video offers a concise analysis of the 2024 global economy, characterized by resilience and policy shifts. It examines the impact of widespread elections, central bank actions on inflation, and the performance of major economies like the US, Japan, and China. The video concludes with projections for 2025, emphasizing potential influences like US trade policies and China's economic stimulus ef...

This video explores the rise of Nvidia, the world's leading GPU manufacturer, and analyzes its dominance in the AI chip market. ● It examines Nvidia's journey from a struggling startup to the global leader in the graphics processing unit (GPU) market. ● It details how Nvidia's early investments in CUDA, a software platform that allows for general-purpose computing on GPUs, positioned the company p...

Discover how NVIDIA’s RTX technology is reshaping next-generation gaming, with Cyberpunk 2077 as a standout example. We’ll explore real-time ray tracing, AI-driven upscaling, and the immersive possibilities that lie ahead. -- Hosting provided by SoundOn

This text is from a speech delivered by NVIDIA Founder and CEO Jensen Huang at the NVIDIA AI Summit, centered on how NVIDIA is driving the AI revolution through accelerated computing technologies. The speech covers NVIDIA’s groundbreaking achievements in accelerated computing, GPU libraries (such as cuDNN), Software 2.0 (machine learning), and large language models, along with the major announceme...

This overview highlights several pivotal events that have shaped Taiwan’s stock market—ranging from the late 1980s boom-and-bust cycle and the Asian Financial Crisis to the 2008 global meltdown and the COVID-19 shock. It also explains the government’s and financial authorities’ subsequent reforms, including enhanced disclosure standards, the transition to T+2 settlement, the expansion of derivativ...

NVIDIA CEO Jensen Huang takes the stage at CES 2025 to unveil the company’s latest breakthroughs across AI, gaming, data centers, and autonomous vehicles. He showcases cutting-edge hardware and software innovations designed to accelerate computing, demonstrate realistic graphics, and enable groundbreaking applications in robotics and beyond. The presentation highlights how NVIDIA’s advancements dr...

This article provides an in-depth look at Taiwan’s core industries—spanning semiconductors, traditional manufacturing, finance, and emerging sectors—and examines their 2023 financial performance. It also outlines potential economic drivers and challenges for 2024, offering insights into how global trends, government initiatives, and technological advances may shape Taiwan’s GDP growth and overall...

This article offers a comprehensive analysis of Taiwan’s equity market—ranging from listing mechanisms and major indices to its electronics-dominated industry mix—providing practical insights for investors who are familiar with the U.S. stock market. -- Hosting provided by SoundOn

This document is MediaTek's Annual Report for the year 2023 (ROC Year 112). It includes the following sections: Message to Shareholders: An overview of the company’s annual operations and future outlook. Company Profile and History: A detailed account of the company's development milestones and awards. Corporate Governance Report: An explanation of the company’s governance structure, board operati...

This presentation, from the Chung-Hua Institution for Economic Research, explores the global and Taiwanese economic outlook for 2024-2025, with a particular focus on the impacts of the U.S. economy, China's economy, and geopolitical dynamics. It analyzes the effects of U.S. interest rate cuts, the presidential election, and the risks posed by a weakening Chinese economy. The presentation also high...