Semiconductor Cycles: Industrial and EVs
Plus my new taxonomy of cycles! Where I think each end market is in the cycle. This earnings season, Industrial semiconductor demand has been the...
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Taiwan Tech Weekly: AI Names Rally But Nvidia Long/Short Still Working; Hon Hai & Asustek Take-Aways
Also how Asustek plans to take the lead globally in AI PCs; Gaming PCs will be the first key battleground. MSI could be an interesting play on...
372 Views
Takeaways Post Our Global Foundry Model Updated and Initial View on 2024
Seven takeaways Post Our Global Foundry Model Updated and Initial View on 2024 foundry shipment, blended wafer price, sales, and capex growth/decline
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Taiwan Tech Weekly: Positive Signs for Memory, PC, Smartphones; Key Autos & Display Color This Week
Last week global heavyweights AMD, Samsung, and Qualcomm delivered good news, including for the Memory, PC, and Smartphone industries. Taiwan...
445 Views
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...
325 Views