Research

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All Opinion Deep Dive Research Factor Note

ResearchJul 29, 2026· 2308
The Pre-Print Signal — The Week Delta Electronics and Yageo Both Hit Limit-Down Before Their Own Earnings Calls
The layer adjacent to AI compute — power, passives, auto-memory — was repriced -10% before it reported, while back-end packaging printed record quarterly margins.
ResearchJul 28, 2026· NVDA
The Underwriter Week — NVIDIA Guaranteed $265B in Seven Days, Then Its Own Stock Sold the Risk
ResearchJul 28, 2026· 2303
The Substitution Signal — The Week China's CXMT IPO Sent Winbond and Nanya Limit-Down While Foreign Money Rotated NT$8B Into UMC and Innolux
On 2026-07-28 a China DRAM independence event limit-downed two Taiwan memory names while foreigners rotated into mature-node foundry and displays.
ResearchJul 27, 2026· NVDA
The Halving Confession — The Week Nvidia Cut Its Own Vera Rubin Memory in Half, Committed $500B More Demand, and CXMT IPO'd the Answer
ResearchJul 27, 2026· 4063
The Cosmos Pact — The 72 Hours Fujitsu, Fanuc, and Kawasaki Signed NVIDIA's Physical AI Stack While Shin-Etsu Raised Materials +11% and Nikkei Sold 1,811 Points
Markets sold the trailing cycle; Japan's manufacturing champions signed the next platform — Shin-Etsu had already booked the wafers that signature will consume
ResearchJul 27, 2026· 3231
The Invoice Signal — The Week TSMC's $62B Capex Sold on Announcement and Was Bought on Invoicing
NT$100B+ fab-engineering backlog, Panasonic BBU +82%, Wistron Texas D1 — the week TSMC's capex arrived on the sub-contractor P&L, not the fab's own
ResearchJul 26, 2026· 8035
The One-Day Delay — The Week Tokyo Electron Made Lead Time the Spec Sheet While Alphabet Committed ¥33T on the Same Signal
Performance race became delivery race. The market sold the trailing quarter while the supply chain locked the forward book.
ResearchJul 26, 2026· 8046
The Split-Tape Signal — The Week TAIEX Logged Its 9th-Biggest Point Drop and a Taiwan Memory Module Maker Printed a 77% Q2 Gross Margin
AI's foundry cycle and its memory cycle ran in opposite directions in the same week, inside the same country.
Research
ResearchJul 25, 2026· 4063
The Consumption Line — Shin-Etsu Raised Guidance +10.7% the Same 72 Hours Nikkei Marked AI Down 1,811 Points
Materials consumed on a wafer today can't be double-counted tomorrow — the quiet signal beat the loud one

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