GEMWeekly (3 Nov 2023): China, South Korea, Taiwan Macro; Nvidia, Alibaba, Baidu, Tencent
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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AMD Q323. MI300 >$2 Billion in 2024
MI300 forecasted to hit > $2 billion in 2024. This will make it the fastest product ramp to $1 billion in the company's history. Wow!
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Taiwan Tech Weekly: Wave of Key Taiwan Results; Heavyweights Samsung, AMD, Qualcomm Internationally
This week's key results in Taiwan include Delta, Elan, ChipMOS, Nuvoton, and AU Optronics. Positive signs for the PC and mobile space have been...
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The Weekly Market Monitor – Reality Check!
When something is 'priced for perfection,' disappointment is inevitable. Just ask Google. By the way, a spot Bitcoin ETF is inevitable, too. This...
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Weekly Earnings (ASML, LRCX, TSMC, Nanya)
TSMC results came in much better than feared. Revenue was slightly weaker than expected and below consensus. This quarter's big story was margins...
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