Micron Posts Another Excellent Quarter
Micron Technology posted solid results for its 2QF22 with a very positive outlook. The company has been performing superbly, and should do very...
244 Views
TSMC (TSM.US; 2330.TT): It's Too Aggressive Intel Wants to Deliver 4 Technology Nodes Within 2024.
TSMC is still focusing on their delivery targets for 3nm and 2nm for the next goals. We have to leave a big question mark here that Intel declares...
408 Views
GEM Weekly (4 Mar 2022): Russian Interest Rates, Chinese PMI; NIO, ByteDance, TSMC, Samsung
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
293 Views
The Week That Was in ASEAN@Smartkarma - XL Coverging, Kalbe Rebalancing, and SCB Refocusing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
191 Views
Intel Analyst Day: Still a Top (Funding) Short
Intel's recent analyst day was confirmatory that it has entered the IBM zone - an inability to reset long term expectations makes it a perma...
300 Views