Samsung's 7nm EUV Yield Issue: Trigger for Americanizing?
We now have 7nm EUV yield issue at Samsung. Digitimes has put out two reports on this. Samsung quickly denied it as saying that there is no yield...
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Taiwan Short Interest - Recent Jump in Positioning
We take a look at the latest TWSE data released Friday evening on short position balances in Taiwan for the week ended 23 August.Total short...
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Global Emerging Market Funds: Monthly Performance Review
In this report, we analyse the performance of Global Emerging Market funds for the month of July. We break down performance based on fund style,...
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Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - (Summary Note)
This insight is meant for you who may not have the time to read through a long note on Erajaya (ERAA): Growing Sustainable Smartphone Demand in...
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TSMC. Shrugging Of The Competition With Robust 2H19 Outlook & Increasing Demand For Both 7nm & 5nm
With second quarter revenues of $7.75 billion slightly ahead of expectations and up 10.2% sequentially, Taiwan Semiconductor Manufacturing Company...
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