Pre-Market Taiwan and Singapore Stocks: Tech Focus Amid Global Rout and TSMC Earnings
Newsquawk ·
Taiwanese firm Delta Electronics (2308 TT) anticipates shipping 100 solid-state transformer units by the close of the year, projecting substantial shipment growth by 2028 driven by robust demand from American and Chinese data center operators and cloud providers, according to the Taipei Times. Meanwhile, TSMC (2330 TT) is scheduled to release its third-quarter financial results today. The Nasdaq underperformed during a broader global technology sell-off, which has since spilled over into Asian markets, triggering sharp declines across chip and memory-related equities. In Singapore, AIMS APAC REIT (AAREIT SP) reported a 5.4 percent year-on-year increase in second-quarter DPU to SGD 0.02571, alongside an 8.5 percent revenue rise to SGD 101.6 million. Additionally, ComfortDelGro (CD SP) announced board changes, appointing two independent non-executive directors effective November 1, while its deputy chairman is set to retire on December 31. Hotel Properties Limited stated that no decision has been finalized regarding a potential sale.
AI 시장 분석
Taiwanese and Singaporean stock markets recorded sharp declines in semiconductor and memory-related stocks due to the impact of global tech stock sell-offs. Meanwhile, Delta Electronics announced expectations to ship 100 solid-state transformers within the year, and market attention is focused on TSMC ahead of its third-quarter earnings release. Singapore's AIMS APAC REIT showed solid performance with a 5.4% increase in Q2 DPU. Investors should pay attention to global tech stock volatility and individual corporate earnings announcements.
상승 영향
- Semiconductors — Delta Electronics expects to ship 100 solid-state transformers within the year and forecasts a significant increase in shipments by 2028, driven by strong demand from data centers and cloud service providers in the US and China.
- Real Estate — AIMS APAC REIT reported a 5.4% year-on-year increase in Q2 DPU to SGD 0.02571 and an 11.1% increase in net operating income, proving stable profitability.
하락 영향
- Semiconductors — As the sluggishness of Nasdaq tech stocks and global tech sell-offs spread to Asian markets, Taiwanese chip and memory-related stocks are recording sharp declines.
DYAX 전담 분석
Amid the global tech bear market, Taiwan's semiconductor and memory-related stocks are facing direct downward pressure due to dampened investor sentiment. On the other hand, Delta Electronics has secured favorable news of expanding solid-state transformer shipments driven by data center demand in the US and China, while AIMS APAC REIT has proven stable fundamentals with an 11.1% increase in net operating income.
Future declines or rebounds in the Asian semiconductor sector will be determined by TSMC's third-quarter earnings results and guidance. Investors should monitor the earnings momentum of major semiconductor companies alongside Nasdaq tech stock trends as core indicators.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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