Nanya Technology Sees DRAM Industry Pricing Rising Through 2024E; But Is Underperforming Financially
Nanya Tech's gross margin rebound appears to be lagging Memory peers. DRAM pricing is expected to improve through 2024E, but its mostly due to...
460 Views
GEMWeekly (12 Apr 2024): South Korea, China Macro; Wipro, TSMC, Samsung Electronics, NetEase
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
415 Views
TSMC Snags US CHIPS Act Funding & Ups The Ante On Intel
TSMC gets $6.6 billion US CHIPS Act funding & will build a third fab in Arizona, scheduled to open in 2030. They also reminded us of their world...
360 Views
Memory Monitor: Nanya's Results to Provide Latest Color on DRAM Post Earthquake; Short Int Rising
Nanya Tech to report results -- Potential insight into DRAM outlook amid Micron's earthquake impact evaluation. We note increased short interest....
336 Views
HD Hyundai Marine Solution IPO - Thoughts on Valuation
Books have opened today as the firm seeks to raise up to US$550m. Bookbuilding will run from today to April 22, with pricing slated for April 24....
655 Views