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...
283 Views
China Semi Foundry: Fierce Competition & Sluggish Rebound In Year Of The Dragon
SMIC & Hua Hong reported in line Q423 & both guided Q124 flat to slightly down. SMIC calls FY24 growth ~+5% YoY. Fierce competition, GM pressure,...
534 Views
What Stories TSMC Investor Conference Telling Us About Customers, Supply Chains, and Competitors
What Stories TSMC Investor Conference Telling Us About Customers, Supply Chains, and Competitors; TSMC expects 2024 semi sector in recovery with 20...
2k Views
Why Is Vanguard Semi Becoming to a Bad Student, Cyclical or Structural?
Why Is Vanguard Semi Becoming to a Bad Student? Some Cyclical or some Structural reasons for the weaknesses coupled with three reasons suggested...
526 Views
China Semiconductors: Rising up the Ranks
China managers continue to increase their Semiconductor exposures. Average fund weights stand at a record 3.20% with a new high of 73.3% of funds...
237 Views