Silicon Motion 2Q24 Results Take-Aways: Strong Growth & NAND Flash Market Share Gains Expected
Silicon Motion sees strong demand for NAND flash controllers from PC and smartphone industries. Expects pricing to improve into 2025E and market...
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KRX Foreign Holding Weekly (Aug 2nd): Hyundai Glovis, Woori Financial, Korea Aerospace
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Hyundai Glovis, Woori Financial, Korea Aerospace,...
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UMC Signals Non-AI Industry Inventory Correction Through 2024E; Why Intel Is Increasingly Important
UMC sees mild industry end demand improvement, but inventory correction may last until end-2024E. UMC and Intel's partnership will deepen over...
385 Views
Tech Supply Chain Tracker (02-Aug-2024): E Ink & Himax reveal color e-paper controller.
E Ink and Himax unveil color e-paper controller; Taiwan, Shanghai, Qualcomm, Samsung, and Melexis make moves in semiconductor industry to enhance...
130 Views
GEMWeekly (26 Jul 2024): PBOC Cuts Rates; South Korea, Thailand Macro; Kakao, Tencent, Samsung
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
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