UHT Unitech (6618.TW) — market event timeline
NashNova tracks 3 market events mentioning UHT Unitech (6618.TW) between 2026-06-08 and 2026-06-23, each with a dated one-line analysis of how the event relates to the asset.
- Morgan Stanley Bullish on AI Semiconductors, Market Size Could Reach $1.5 Trillion by 2030
Morgan Stanley's top pick, collaborating with NVIDIA on AI PC chips and a key beneficiary of the edge AI device upgrade cycle.
- NVIDIA-Microsoft AI PC Alliance Intensifies Concerns Over South Korean Semiconductor Marginalization
MediaTek, as a co-development partner for RTX Spark, has directly entered the core AI PC chip supply chain.
- Mizuho: Google TPU Shipment Forecast Raised to 35 Million Units
Second supplier for Google TPU v8/v10; 2026 AI custom chip revenue guidance raised to $2 billion. No HK/US-listed alternative outside A-shares; Taiwan-listed ETFs are the proxy.
For research and information only — not investment advice.