External broker reports(aggregated public sources), Daishin Securities

Daishin Securities

External broker reports(aggregated public sources)

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Equity Bottom-Up

<ul><li>Earnings beat; preliminary revenue of W7.4tn, OP of W10.4tn</li><li>Earnings surprise reportedly resulted from DRAM/NAND price increases, release of large allowances set aside against inventory loss, and SDC’s improved OPM</li><li>Memory price hikes set to prompt enhanced profitability; expectations in place for HBM3E supply in 2H24</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Earnings beat; preliminary revenue of W7.4tn, OP of W10.4tnEarnings surprise reportedly resulted from DRAM/NAND price increases, release of large allowances set aside against inventory loss, and SDC’s improved OPMMemory price hikes set to prompt enhanced profitability; expectations in place for HBM3E supply in 2H24Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Samsung Electronics (005930 KS July 8, 2024)

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>Taiwan is utilizing AI supercomputers for medical and life science innovations, showcasing a commitment to technological advancement in those fields.</li><li>Wistron is making a significant investment of $24.5M for a new factory in Vietnam, indicating a desire to expand production capabilities in the region for potential economic growth.</li><li>Samsung is poised to overtake Apple in Taiwan's mobile market by June, highlighting the company's competitive edge and potential dominance in the industry.</li></ul>

Taiwan is utilizing AI supercomputers for medical and life science innovations, showcasing a commitment to technological advancement in those fields.Wistron is making a significant investment of $24.5M for a new factory in Vietnam, indicating a desire to expand production capabilities in the region for potential economic growth.Samsung is poised to overtake Apple in Taiwan's mobile market by June, highlighting the company's competitive edge and potential dominance in the industry.

Tech Supply Chain Tracker (26-Jun-2024): Taiwan uses AI for medical advancements.

<ul><li>Samsung aims to revolutionize memory technology by launching 1,000-layer 3D NAND by 2030, utilizing innovative materials for enhanced performance.</li><li>Lenovo expands its market reach with AI PCs targeting a global audience, but faces stiff competition amidst concerns over Indian restrictions on imported PCs and notebooks.</li><li>TSMC's collaboration in Taiwan on 7nm tech brings together academia and industry, while China, Japan, and South Korea look to strengthen supply chains at a summit for mutual benefit. Samsung aims to increase its presence in China through collaboration.</li></ul>

Samsung aims to revolutionize memory technology by launching 1,000-layer 3D NAND by 2030, utilizing innovative materials for enhanced performance.Lenovo expands its market reach with AI PCs targeting a global audience, but faces stiff competition amidst concerns over Indian restrictions on imported PCs and notebooks.TSMC's collaboration in Taiwan on 7nm tech brings together academia and industry, while China, Japan, and South Korea look to strengthen supply chains at a summit for mutual benefit. Samsung aims to increase its presence in China through collaboration.

Tech Supply Chain Tracker (29-May-2024): Samsung targets 1,000-layer 3D NAND by 2030.

<ul><li>US tariff hike on Chinese electric vehicles, solar cells, and semiconductors could raise costs for clean energy industry in China, affecting competitiveness and growth.</li><li>AT&amp;S to sell medtech PCB factory in South Korea, indicating potential changes in the global supply chain.</li><li>AI rush leading to staffing shortages at companies like Amazon and Google, while India sees surge in AI spending by 2027.</li></ul>

US tariff hike on Chinese electric vehicles, solar cells, and semiconductors could raise costs for clean energy industry in China, affecting competitiveness and growth.AT&amp;S to sell medtech PCB factory in South Korea, indicating potential changes in the global supply chain.AI rush leading to staffing shortages at companies like Amazon and Google, while India sees surge in AI spending by 2027.

Tech Supply Chain Tracker (16-May-2024): Impact of US tariff hike on China's clean energy.

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

<ul>
<li>Nvidia CEO Jensen Huang has repeatedly emphasized that the data center is the new unit of compute.</li>
<li>While this concept seemed straightforward at first, the deeper implications became clearer after Nvidia's presentations at GTC and OFC 2024.</li>
<li>I only recently grasped exactly what is happening, and a simple reframing of the underlying principles that drove Moore’s Law makes the entire picture clearer.</li>
</ul>


Nvidia CEO Jensen Huang has repeatedly emphasized that the data center is the new unit of compute.
While this concept seemed straightforward at first, the deeper implications became clearer after Nvidia's presentations at GTC and OFC 2024.
I only recently grasped exactly what is happening, and a simple reframing of the underlying principles that drove Moore’s Law makes the entire picture clearer.


The Data Center is the New Compute Unit: Nvidia's Vision for System-Level Scaling

South Korea

Samsung Electronics Co., Ltd. manufactures a wide range of consumer and industrial electronic equipment and products such as semiconductors, personal computers, peripherals, monitors, televisions, and home appliances including air conditioners and microwave ovens. The Company also produces Internet access network systems and telecommunications equipment including mobile phones.

Samsung Electronics Pref Shares (005935 KS)

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Samsung Electronics Pref Shares (005935 KS)

Samsung Electronics (005930 KS July 8, 2024)

Earnings surprise reportedly resulted from DRAM/NAND price increases, release of large allowances set aside against inventory loss, and SDC’s...

Daishin Securities

Tech Supply Chain Tracker (26-Jun-2024): Taiwan uses AI for medical advancements.

Taiwan advances in AI for medical, Wistron invests in Vietnam, Samsung to lead mobile market, India enforces common charging ports, Dongfeng Nissan...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (29-May-2024): Samsung targets 1,000-layer 3D NAND by 2030.

Samsung aims for 1,000-layer 3D NAND by 2030, while showcasing innovation with 16-layer 3D DRAM, Lenovo targets global market with AI PCs, and TSMC...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (16-May-2024): Impact of US tariff hike on China's clean energy.

US tariff hike may impact China's clean energy industry competitiveness, while AT&S sells medtech PCB factory in South Korea and Samsung faces...

Tech Supply Chain Tracker

The Data Center is the New Compute Unit: Nvidia's Vision for System-Level Scaling

Copper, Cooling, and Compute Density: The Pillars of Nvidia's Data Center Vision. Nvidia CEO Jensen Huang has repeatedly emphasized that the data...

Fabricated Knowledge

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