Does DRAM Price Slide Threaten Samsung?
DRAM spot prices are down 11% since early April. Does this imply a revenue downturn for Samsung, SK hynix, and Micron? This Insight shows why...
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NAND Flash, DRAM Status & Outlook
The DRAM and NAND flash markets have recently performed well, but there's are hints that the best quarter of this cycle is behind us.
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Global Emerging Markets Weekly: 14 May 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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March Semiconductor Sales Up Yet Again
The SIA reported very positive semiconductor revenues for the first quarter, but leading indicators show that a correction has begun. This Insight...
342 Views
Asia Shorts: BYD, Ping An, Toshiba, Rakus, Aeon, Celltrion, LG Display, SK Chem, Novatek, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
370 Views