analyst 結果共14筆

Discover the latest on the tropical disturbance developing southeast of the Philippines, with potential to become the first typhoon of the year. Experts predict its path and impact.

Stay updated on the latest weather changes in Taiwan as a cold front sweeps across the region, bringing a significant temperature drop. Follow WeatherRisk analyst Ke Yu-ning’s insights as the country braces for overcast skies and chilly conditions, with the cold air mass expected to linger until Saturday.

The Chinese Taipei Football Association (CTFA) apologizes and vows to nullify controversial contract terms after accusations of pressuring women’s national team players to sign an unfair agreement. CTFA acknowledges the inappropriateness of the contract and promises to return the contracts on March 25, voiding their contents. A task force will be established to draft a new agreement.

​​​​​​​根據Draft Analyst在「X」(原twitter)上的消息，18歲的日本高校全壘打紀錄保持人佐佐木麟太郎已經將赴美就讀的大學縮減為范德堡大學、加州大學柏克萊分校、加州大學洛杉磯分校與史丹福大學4所名校，即將以「非主流」的模式挑戰大聯盟。

TSMC chairman Mark Liu’s upcoming retirement in 2024 has led investment experts to suggest that the semiconductor giant should slow down the progress of its new manufacturing facility in the United States. Industry analyst Jonah Cheng believes that TSMC’s policy direction will remain unchanged under the leadership of chief executive C.C. Wei, who is expected to succeed Liu as chairman. Cheng also proposes maintaining a dual leadership structure to cultivate successors from various backgrounds. Speculation suggests that Liu’s retirement may be linked to potential investment challenges in the company’s U.S. expansion. In response to these challenges, Cheng recommends a deceleration in the construction of TSMC’s second U.S. plant. He also highlights the need to assess the current downturn in the car market and economic outlook before proceeding with the German plant focused on automotive applications. Cheng suggests that the Japanese facility could be an optimal choice due to labor and power shortages in Taiwan, as well as cultural similarities and strong government support from Japan. TSMC’s primary obstacle, according to Cheng, is maintaining its leadership position in the semiconductor industry, especially after surpassing Intel. Additionally, the cyclical nature of the industry and the potential opportunities presented by the rise of artificial intelligence (AI) applications pose further challenges for the company.

Former legislator Julian Kuo discusses the appeal of Kuomintang (KMT) vice presidential candidate Jaw Shaw-kong among young voters. Kuo highlights Jaw’s straightforward and outspoken manner, which resonates with Taiwan’s younger generation. Jaw’s recent interaction with students at National Chengchi University (NCCU) has sparked discussions and showcased his outreach to younger demographics. This comes as electoral candidates strive to secure young voter support, and Jaw has surprisingly gained attention from the 20-40 age group, which has not traditionally been a core supporter base for KMT candidates. Polls indicate that the 73-year-old Jaw has had a favorable impact on this younger voter segment, causing bemusement among the Democratic Progressive Party (DPP).

Cathay Pacific plans to hire 5,000 additional employees in 2024 to address a staff shortage caused by a rapid rebound in travel demand. The airline’s Chief Financial Officer, Rebecca Sharpe, announced the plan during an analyst meeting, stating that the strong performance in the first half of the year is expected to continue. This comes after Cathay Pacific already expanded its workforce by 4,000 this year. The positions to be filled range from ground staff and cabin crew to pilots. The airline had to enact major staff reductions in 2019, cutting around 11,000 employees due to the impact of the pandemic. However, the resurgence of travel demand in 2023 led to severe staffing shortages. Despite this, Cathay Pacific achieved a net profit of HK$ 4.27 billion in the first half of 2023, a significant turnaround from a loss of HK$ 5 billion in the same period last year. Passenger numbers also soared to 14.57 million in the first 10 months of 2022, nearly ten times higher than the same period in 2021. This expansion reflects the recovery of the travel industry from the COVID-19 pandemic.

Taiwan Semiconductor Manufacturing Company (TSMC) predicts a surge in artificial intelligence (AI) orders in the coming year, with October’s revenue reaching NT$243.203 billion ($8.6 billion), a 34.8 percent monthly increase and a 15.7 percent annual increase. TSMC’s stock price has also been on a steady rise, accumulating a growth of 7.5 percent since November. Morgan Stanley semiconductor research analyst Charlie Chan attributes TSMC’s revenue growth to signs of recovery and the robust demand for AI semiconductors worldwide. NVIDIA’s expanded order to TSMC, along with increased demand from clients like Apple and Advanced Micro Devices (AMD), has led TSMC to accelerate the enhancement of its advanced packaging technology, Chip on Wafer on Substrate (CoWoS). CoWoS enables TSMC to effectively reduce costs and trim electric consumption by packaging chiplets on a silicon interposer and placing them on a package substrate. However, TSMC’s current CoWoS capacity remains a bottleneck for NVIDIA’s AI GPU chips, though the company forecasts a rebound in productivity by the end of 2024 to meet customer demand.

Kuomintang’s Hou Yu-ih visits The Heritage Foundation in the U.S., addressing Taiwan’s role in the Indo-Pacific and security concerns. Analysts weigh in on global perceptions.

Kuomintang’s Hou Yu-ih visits The Heritage Foundation in the U.S., addressing Taiwan’s role in the Indo-Pacific and security concerns. Analysts weigh in on global perceptions.

The controversy surrounding ByteDance’s TikTok app continues as the U.S. Congress pushes to ban the popular video-sharing platform, and TikTok CEO Shou Zi Chew testifies before lawmakers. 

Since March, Taiwan’s consumer price index (CPI) exceeded 3% for five consecutive months, and in December, it was recorded to be at 2.71%. 

Candidates discussed many important issues during the campaign for the 9-in-1 elections, even though some topics remained untouched, such as extending military service or allowing more foreign visitors to Taiwan.

With local elections fast approaching, many people have wondered whether the new political map will affect cross-strait relations for the better or the worse. According to Kwei-Bo Huang, associate professor of Diplomacy at NCCU College of International Affairs, the results of the elections will have a limited impact on cross-strait affairs.