Taiwan Tech Weekly: Samsung & Nanya Earnings; AI Names Rebound Again
Top gainers recently have included rebounding AI names -- One can consider using the bounce to find AI shorts to pair against an Nvidia long.
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IRDM: Highlights from Investor Day
IRDM hosted an investor day to highlight the importance of the US Government business. IRDM did mention the upcoming release of direct to device,...
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Taiwan Tech Weekly: Micron Results Ahead; Taiwan AI Plays Slump But Still Beat Nvidia Last 3 Months
Taiwan's market fell, with previous AI-rally beneficiaries continuing to be some of the top losers. Interestingly, Taiwan AI-names outperformed...
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[Blue Lotus Hardware Sector Update]: SMIC 7nm and 5nm Sufficient for Huawei Rejuvenation
We expect Huawei’s wafer demand to reach 18k~ 7nm per month, which would have revenue gain of US$ 550mn~ per quarter to SMIC. We raise SMIC TP to...
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GEMWeekly (15 Sep 2023): China, India Macro Data; Alibaba, Tencent, Baidu, Byju’s
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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