BUY/SELL/HOLD: China/Hong Kong Stock Updates (July 8th)
Tech NEV companies continue to dominate the research landscape for Hong Kong coverage. Bosideng, China Water Affairs, Topsports, BYD and Xiaomi...
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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...
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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....
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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.
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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...
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