1 filters applied
Distilling high-signal intelligence into digestible insights.
NuggetsShowing 3 of 3
Gavekal Research: "US imports from Taiwan have recently surpassed imports from China for the first time since 1992. At least three different factors explain this dramatic shift. - First is the big surge in volume and prices of semiconductor exports of Taiwan because of the AI boom. - Second, supply chain concerns have prompted prominent US chip firms to import…
Taiwan: TSMC's dominance of chip manufacturing led Taiwan to post a $70b quarterly current account surplus in q4. That is $280b annualized, or a surplus of ~ 33% of GDP
Admirable no of world class companies | #Taiwain