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...
435 Views
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...
359 Views
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...
510 Views
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.
316 Views
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...
443 Views