GEM Weekly (4 Mar 2022): Russian Interest Rates, Chinese PMI; NIO, ByteDance, TSMC, Samsung
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
293 Views
MediaTek (2454.TT): We Expect High-End 5G Smartphone Chipset Will Aim at 10-14% Shipment in 2022.
We expect MediaTek Dimensity 8000/8100 is targeting shipment of around 30-40mn sets in 2022, and Dimensity 9000 is targeting shipment of 5-10mn...
519 Views
The Conundrum for Samsung - What to Do Foundry?
Samsung Electronics' believes that foundry will be a key point of future diversification and growth but it seems they have run into a problem. ...
313 Views
SMIC (0981.HK): Raising CapEx to $5bn in 2022. Exciting News, or Fierce Competition Ahead?
SMIC plans to expand capacity in Shenzhen, Tianjin and Beijing in 2022 because the unprecedently foundry demands. The Capex plan is ~US$5bn in...
382 Views
WinSemi (3105.TT): Usually, the First Quarter of the Year Is a Low Season.
In our estimate, WinSemi’s 4Q21 revenue/GM is NT$70bn/38.9% and 1Q22 revenue/GM is NT$65bn/36% respectively . Usually, the first quarter of the...
364 Views