KYEC (2449.TT): 2024F Could Be a Prosperous Year Although 4Q23 Saw a 5% Decline QoQ.
Despite a 5% decline in 2023, the outlook remains dim due to normal seasonality in 1Q24F. AI demand continues to drive the industry, with focus on...
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TSMC (2330.TT; TSM.US): Foundry Market Forecast in 2030F; TSMC Had Developed The 2nm Nanosheet.
TSMC predicts significant growth in various industries by 2030F, with evolving transistor technology and potential shifts in market ownership for...
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China’s Bond Funds Outshine Equity Peers Amid Stocks Slump
China’s mutual funds produced a mixed bag of performance last year. Publicly offered equity funds endured a second straight year of losses,...
189 Views
The Week Ahead – US Core PCE, Euro Area Flash Inflation and Japan CPI
Global equities finished strong due to Nvidia earnings, Nikkei hit all time highs supported by strong PMIs, US yields remained flat while European...
240 Views
AI-Driven Semiconductor Rally Leaves Small-Cap Chipmakers Behind
Chipmakers and chip-making tool providers are set to continue benefitting from the surge in demand that has rallied the equity prices for the...
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