Semiconductor WFE Q124 Revenues, China's Share & What Are They Doing With All Those Tools?
Global semiconductor equipment billings amounted to $26.4 billion in Q124, down 6% QoQ and down 2% YoY. China's annual WFE spending has roughly...
247 Views
Downgrading Europe to Market Weight; Europe Indexes Still Bullish (Price); Bullish Outlook Intact
Downgrading Europe to Market Weight $FEZ $STOXX; Europe Still Bullish From a Price Perspective; Bullish Outlook Intact on $ACWI $EEM; Supports...
391 Views
MV US Listed Semiconductor 25 Index Rebalance: US$1bn to Sell in NVIDIA
Capping changes in June result in an estimated one-way turnover of 5.2% and in a one-way trade of US$1.16bn. There is US$1bn to sell in NVIDIA and...
252 Views
GEMWeekly (7 Jun 2024): Chinese Tech Issue Convertibles; China, South Korea Macro; TSMC
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
254 Views
TSMC (2330.TT; TSM.US): ASML's High-NA EUV Machine Will Not Be Required Until 2027 at TSMC.
Taiwan Semiconductor (TSMC) plans to launch 2nm chip in 2025, investing in R&D and increasing CoWoS package cost by 15% in 2H24.
460 Views