Taiwan Tech Weekly: AMAT Results Buoy Market, But Nanya at Risk, Foreigners Massively Buy Taiwan
Applied Materials (AMAT US) guidance buoyed the overall industry, but negative Memory news from AMAT and Micron make Nanya Technology (2408 TT)...
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Buffett's Investment in TSMC - Impact on Samsung Electronics and SK Hynix
This insight will discuss the impact of Buffett's investment in Taiwan Semiconductor (TSMC) - ADR (TSM US) on Samsung Electronics (005930 KS) and...
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Taiwan Tech Weekly: Earnings Insights Emerging for Memory, Mobiles, PCs, and Autos
Last week saw a wave of major tech companies report earnings with significance toward the semiconductor and technology space in Taiwan.
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Nanya Tech: SK Hynix & Samsung Results Supportive for Memory Chip Industry 2023E Outlook
Guidance from both SK Hynix and Samsung indicates a likely improvement in supply/demand dynamics in 2023E for the memory chip space.
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GEM Weekly (28 Oct 2022): China GDP, Retail Sales, South Korea GDP; SK Hynix, Flipkart
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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