Micron Calls FY23Q2 Trough But More Pain Still To Come
On the FY23Q2 earnings call last night, Micron pegged it as their trough quarter while taking a $1.4 billion hit on inventory write-down. A further...
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W-Scope IPO Lock-Up - US$300m Worth of Shares to Come Free
WCP (393890 KS) raised around US$314m via in its Korean IPO. The stock was listed on 30th Sep 2022, its six-month lockup will expire soon.
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Smartkarma Originals
Rebellions: Challenging Nvidia in the AI-Powered Semiconductor Chips
Established in 2020, Rebellions is a leading AI based fabless startup in Korea. In February 2023, Rebellions launched a new artificial intelligence...
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Samsung. The Spending Spree Goes On. And On. But Why?
In sharp contrast to their competitors, Samsung has announced no plans to cut wafer output, headcount or equipment CapEx spending. But why?
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GEM Weekly (17 Mar 2023): Chinese Macro Data; CATL, ByteDance, Samsung Electronics, Baidu
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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