HHGrace. Yikes! Things Just Got Really Ugly
A surprise loss-making Q323, ASPs down ~16% YTD and set to decline further, inventory write-downs and gross margin collapsing to the 2-5% range....
476 Views
Smartkarma Webinar | Hua Hong: AI, EV and New Energy Opportunities at a Leading Chinese Foundry
For our next Corporate Webinar, we are glad to welcome Hua Hong Seminconductor’s Chief Financial Officer, Daniel Yu-Cheng Wang.
4.7k Views
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference?
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference? TSMC revises down 2024 global semi y/y sales from over 10% to...
1.6k Views
HK Short Interest Weekly: Zijin Mining, Lenovo, HSBC, Kuaishou, CK Asset, Yankuang Energy
We analyzed the latest HK SFC report for aggregate short position as of Jun 21st and highlight short interest changes in Zijin Mining, Lenovo,...
282 Views
China's Near-Term Semiconductor Bottleneck Isn't ASML
China's semiconductor bottleneck isn't lithography tools in the near term, it is etchers. We see ST pressure, MT opportunity and LT challenge from...
275 Views