COLLECTION
Semiconductors

Semiconductors
Insights on Semiconductor Supply Chain

5.9k
Insights
2.1m
Views
60
Followers
23 Dec 2024 14:18Podcast

Episode 98: 2024 Semi Recap and Outlook Into 2025

The discussion focused on the semiconductor industry, particularly Nvidia's performance, with questions raised about its future growth and...

Logo
49 Views
Share
23 Dec 2024 13:52

Taiwan Tech Weekly: Rapidus's Challenge Vs. TSMC for 2nm; Hon Hai Hunting for Automaker Acquisition

​Japan's newcomer Rapidus challenges TSMC in the 2nm race; Hon Hai's pursuit of Nissan pauses due to Nissan-Honda talks, but signals Hon Hai's...

Logo
77 Views
Share
23 Dec 2024 12:29

Memory Monitor: The Emerging Mass-Market Edge AI Need for Mobiles; Long Micron Vs. Short Nanya Tech

​Micron's outlook disappointed last week, but the decoupling trade of Long SK Hynix vs. Short Nanya Tech is working. Consider swapping in Micron as...

Logo
91 Views
Share
23 Dec 2024 09:20

Pentmaster (1665 HK): Malaysian Parent's Offer For Pseudo Dual-Listing

Pentamaster is finally seeking to delist its pseudo twin. If small illiquid arbs are your bent, and if payment on or around late April 2025, pay up...

Logo
182 Views
Share
23 Dec 2024 06:58

Japan: Potential Passive Selling in February

There are a bunch of stocks in Japan that could be sold by passive global investors in February. Kokusai Electric is one of them; but it is also a...

Logo
165 Views
Share
x