Memory Monitor: Micron Leapfrogging Into HBM3E for AI; Nanya Lagging Peers But Poised to Benefit
Micron's strong results and forward margin guidance lead to soaring shares, with successful leapfrogging into HBM memory space and high demand...
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Micron. Back In The Black & No Going Back
Q224 revenues $5.8 billion, +23% QoQ & +58% YoY. Net income turned positive & amounted to $476 million. Q324 revenues of $6.6 billion & gross...
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TSMC (2330.TT; TSM.US): Raising Growth Target to 25%+ YoY in 2024F.
Taiwan Semiconductor (TSMC) aims for 25% revenue growth by 2024, bolstered by CoWoS market dominance and new Fab in Chiayi.
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TCS US$1.1bn Placement - Relatively Small but Isn’t Well Flagged, Could Have Implications for Others
Tata Sons, holding company of Tata Group, is looking to raise around US$1.1bn via selling a 0.65% stake in Tata Consultancy Svcs (TCS IN).
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KRX Foreign Holding Weekly (Mar 15th): Hyundai Motor, Naver, Celltrion
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Hyundai Motor, Naver, Celltrion.
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