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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K Bank IPO - The Negatives - Ample Issues Along with Crypto Exposure & Lockup
K Bank (279570 KS) plans to raise up to US$740m in its upcoming South Korean IPO. In this note, we talk about the not-so-positive aspects of the deal.
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Taiwan Tech Weekly: TSMC Apple Arizona Production Milestone, Samsung 3nm Yield Still Weak Vs. TSMC
TSMC's U.S. production milestone with Apple A16 chips in Arizona. Reports of Apple's disappointing iPhone 16 sales. Samsung is still struggling...
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