Taiwan Tech Weekly: China Micron Restrictions; Taiwan Benefit From 'Chip Tensions'; Nvidia Earnings
Nvida earnings this week -- We'll see if the AI leader can keep the market excited about AI's brave new world. Mediatek a potential future winnner...
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Korea: What Are Foreign Investors Buying & Selling?
Foreign investors have been buying stock in Korea and hold 32% of the KOSPI market cap and 8.5% of the KOSDAQ market cap. There is a big dispersion...
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GEM Weekly (5 May 2023): China, South Korea, Indonesia Macro; SK Hynix, Samsung Electronics
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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Memory Monitor: SK Hynix & Samsung Losses & Conservative Guidance Indicate Two-Track Chip Recovery
SK Hynix's inventory metrics worsened while Micron appears to be managing inventory better than peers. We see more evidence of a 'two-track...
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Samsung. When Your Cash Cow Turns Into Your Achilles Heel.
Q1’23 operating profits of 0.64 trillion won, the lowest since Q1'09. Strong S23 sales saved the day. Outlook is for more of the same, albeit the...
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