Tech Supply Chain Tracker (14-Aug-2024): Taiwan drone industry grows, expo debut in October.
Taiwan expo showcases drone industry growth, Microsoft invests in AI, Samsung aims to rival Sony in imaging, China smartphone market thrives, SAI...
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GEMWeekly (9 Aug 2024): HBM Chip Stockpiling; China Macro; Samsung, Infosys, SK Hynix
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
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KRX Foreign Holding Weekly (Aug 9th): Samsung Electronics, Sk Hynix
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, Sk Hynix.
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TSMC's Expansion Strategy: New Plants and Rising AI Demand Shape Future Growth
TSMC plans seven new plants worldwide, boosting production of 3-nm and 2-nm chips. Chips Foundry Market share of 62%, AI sector growth driving demand.
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Trading Opportunities from the Rise of Sector Pairs Trading Using SSFs & MM Unwinding at Expiry
This post explores trading opportunities from the rise of sector pairs trading using single-stock futures and market makers unwinding at expiry.
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