Intel. Deja Vu All Over Again With 7nm Delayed One Year. Long TSMC.
Intel's by now all-too-familiar earnings beat this week was completely overshadowed by the veritable bombshell the company dropped regarding its...
344 Views
Asia Short Interest Weekly: JD, Netease, CSPC, Alibaba, Meituan, Tencent, Fanuc, Mitsubishi, Toshiba
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
330 Views
Is SEMCO Entering Apple Supply Chain for Cameras?
Looking into the following news that Samsung Electro Mechanics Co, Ltd. (009150 KS) will be supplying iPhone 12 from 2H2020. They key is the...
378 Views
The U.S. Government Formally Requests LG Uplus to Stop Using Huawei Products
This morning, it was widely reported in several local media that the Robert Strayer (Deputy Assistant Secretary at the U.S. State Department's...
396 Views
The 5G Problem - SELL Theme Themes
One of expected beneficiaries of the COVID pandemic has been the 5G supply chain in Korea with government increasing their 5G spend as well as the...
414 Views