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Semiconductors

Semiconductors
Insights on Semiconductor Supply Chain

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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...

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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...

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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...

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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...

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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...

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