Episode 53: Supply Chain Demand Help and Dueling Mega Cycles
Sam Altman is reportedly looking to raise $5 to $7 trillion for a semiconductor project, but it is unclear who he is talking to or how realistic...
228 Views
[TW2] US & JPN Equities on Steroids While China Remains Shaky on Deflation Fears (W/E 19th Jan 24)
Animal spirits were back in charge last week as market sentiments rose high. US and Japanese equity markets continue to set record highs. Are we...
262 Views
2023 PC Unit Shipments Disappoint While Smartphone Fared Better Than Expected
For 2023, PC unit shipments amounted to 241.8 million units, a 14.8% YoY decline, worse than expected. Last time annual shipments fell below 250...
352 Views
TSMC. Roaring Into Year Of The Dragon
FY23 revenues of $69.3 billion, down 8.7% YoY, only the second such down year since 2005. Bullish FY24 forecast for >20% YoY growth sends share...
519 Views
AEM: When Inventory Fell off the Truck On the Way to Penang...
AEM's credibility with investors took a blow when it reported that some of its inventory "fell off the truck" during transport from Singapore to...
668 Views