Multiple Positive Catalysts Ahead Of Q124 Earnings Season
PC, Smartphone Unit shipments both registering YoY growth in Q124. TSMC will beat guidance. Samsung sees strength in memory, smartphone shipments....
299 Views
KRX Foreign Holding Weekly (Apr 12th): Samsung Electronics, Hyundai Motor, Sk Hynix
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, Hyundai Motor, Sk Hynix.
349 Views
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...
480 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...
434 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...
375 Views