GEM Weekly (3 Mar 2023): China PMI, India GDP; Naver, L&F Co, MediaTek, Foxconn
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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Taiwan Tech Weekly: U.S. Pushing South Korea China Restrictions, Nanya Says Memory Bottom in 1Q23E
Firms are also significantly expanding semiconductor capacity in Singapore, with the latest being Applied Materials and French firm Soitec.
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Hon Hai Precision: Nvidia Chip Partnership Shows Emerging EV Advantage, Apple Issues Improving; Buy
Latest Nvidia and Apple developments are positive signals for Hon Hai, we continue to view Hon Hai as a Structural Long and also outline a...
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New U.S. CHIPS Act Speech: Commerce Secretary Emphasizes National Security Game Changer; Conclusions
Don't expect any loosening of China chip restrictions, financial cost is now secondary to national security. A future expansion of funding is...
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Taiwan Tech Weekly: Balloon Incident Could Worsen China Restrictions & Key Earnings Readthroughs
Up to 45nm chips may now hobbled by Japan & Netherlands joining U.S. with restrictions. Mediatek sees signs of slight smartphone stablization; key...
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