KRX Foreign Holding Weekly (Sep 20th): Alteogen, Samsung Electronics, Sk Hynix
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Alteogen, Samsung Electronics, Sk Hynix.
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Novatek (3034.TT): To Utilizing on IPhone 16 DDIC Will Soon Be Largely Replaced by Korean Fabless.
In 4Q24, Novatek faces potential decline in Chinese panel market, with a potential QoQ decrease of approximately 5-10%, and the demand may start...
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GEMWeekly (20 Sep 2024): China Macro Disappoints; Samsung, Xiaomi, Tata
The Global Emerging Markets Weekly summarises the key news and related developments impacting the largest countries and constituents of the Global...
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Global Semi Sales Strength Continues In July. How Long Can It Last?
Semi sales for July 2024 of $51.3 billion, +18.7% YoY, +2.7% MoM. Increasing memory prices & modest recoveries in PC and Smartphone units will...
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Current Semi Surge Still Strong
The semiconductor market is experiencing a surge in demand driven by AI, but history suggests a potential collapse may be on the horizon.
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