外資報告 台積電 亞洲半導體 iphone EMS:Asia Semiconductor Sector 2/18
US weighing more severe Huawei restrictions with more severe collateral impacts
Asia Semiconductor Sector 2/19
Jan Taiwan sales: Dampened by earlier CNY,
with coronavirus delaying pick-up
iPhone EMS
Staying positive on strong 2H20 product cycle, despite
near-term challenges