Memory Monitor: Our Site Visit to Micron's A3 Fab in Taiwan; AI Accelerating the Cycle Recovery
Memory names rallied sharply at the end of last week after SK Hynix affirmed that 1Q23 was the cycle bottom and AI-driven DRAM demand was...
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GEMWeekly (28 Jul 2023): South Korea GDP; Alibaba, Samsung SDI, Tencent, TSMC, Ant, Meituan
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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United Microelectronics: Underperform; Exposed to China Competition Avoiding Tech Restrictions
We are concerned by UMC’s high exposure to more mature technology nodes, limited exposure to AI, and vulnerability to China competition forced to...
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TSMC. AI Tailwinds No Match For Macro Headwinds
Fabless inventory issues dampen slope of H2'23 recovery. FY'23 forecast now -10% YoY. TSMC's provides an important read through on the likely...
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Taiwan Tech Weekly: Japan Semi Restrictions Take Effect; Apple IPhone Volumes; Hon Hai Acquisition
Japan's semiconductor technology export restrictions took effect on Sunday and are unlikely to ease for China any time soon.
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