TechChain Insights: Call with Silicon Motion; QLC NAND Emerging as Key Enabler for AI Devices
Silicon Motion is leading the way in leveraging QLC NAND flash memory for AI applications, with a strong position for growth in the market.
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[Q2 Earnings Preview] Microsoft Flying High on Tailwinds from Azure Surge, AI Leap & Gaming Boost
Microsoft's Q2 shows a 21% YoY rise in Azure revenue, 37% upside in gaming, and a 9% EPS increase. Revenue is set to grow 14.5% YoY, driven by AI...
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BUY/SELL/HOLD: Hong Kong Stock Updates (July 22)
Xiaomi launches its new AI enabled phone and has success in EVs. Sunny Optical has seen its auto lens business grow and Minth is successfully...
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The Week That Was in ASEAN@Smartkarma - Ciputra Development, Arwana's Catalyst, and Thai Beverage.
The past week saw insights on Ciputra Development (CTRA IJ), DCI Indonesia (DCII IJ), Arwana Citramulia (ARNA IJ), Thai Beverage (THBEV SP), and...
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Consumer Tales & Trends #July 11-20: THBEV SP Swap Deal, Bad Debts in Thailand, AI in Beauty.
This week's update covers Thai Beverage's proposed swap deal, India's marriage spending boom, Thailand's household debt crisis, and AI innovations...
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