Gap Trades in Korean Prefs Vs Common Share Pairs in 4Q 2023
In this insight, we discuss numerous gap trades involving Korean preferred and common shares in 4Q 2023. Typically, fourth quarter is when pref...
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Taiwan Tech Weekly: Apple Hikes TSMC Orders on Strong IPhone 16 Hopes; Google Shifts AI Chip to TSMC
Apple and Google are increasing chip orders with TSMC for AI capabilities. Micron's shares inititially fell after reporting results previously,...
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Is Samsung M&A About to Happen?
We have been awaiting for a M&A announcement from Samsung Electronics for years. Is this the time to do it? Why it would make sense that M&A...
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Softbank Seeking A "Strategic Alliance" Between Samsung Electronics and ARM?
According to Nikkei newspaper, Apple and Samsung Electronics plan to invest in SoftBank Group owned chip designer Arm at its initial public...
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Silicon Motion: Leader in Powerful Niche for Edge AI Memory; Plus Key Wins for Data Center Solution
SIMO increased 2024E guidance citing rising ASPs and demand for memory controller products in edge AI applications. Remains well below past...
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