Semiconductor Surge: GEM Managers Hit Max Exposure
Global EM managers have increased Semiconductor exposures to their highest levels on record. Taiwanese and South Korean Semiconductor overweights...
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What Is Korea National Pension Fund Buying & Selling?
There have been a plethora of announcements in the past few days about the changes to the ownership of many Korean companies held by Korea National...
431 Views
Kioxia Fire: Small Impact Anticipated
On January 7 Kioxia (formerly Toshiba Memory) suffered from a small fire in one of its chip making plants. This SmartKarma analyzes the impact...
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Smartkarma Originals
China Semiconductor Progress & Opportunities Review 2020
Since the launch of China's ‘Made in China 2025’ strategic plan in 2015, billions of dollars have been invested to bolster the country's...
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November Semiconductor Stats Good, But China Inventory Build May Be Misleading
Monthly chip revenues declined slightly in November, according to the SIA. This SmartKarma Insight examines recently-reported industry revenues to...
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