Quiddity Weekly H/A: Spread & Southbound Monitor - Going Into Year End
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
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Semiconductor Memory- China Progress And Prospects Review Q2 2018
China's ambition to develop an indigenous semiconductor memory industry as a key tenet of its "Made In China 2025" initiative has understandably...
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A Brief Analysis Of The Latest Emerging & Speciality Memory Technologies
While DRAM and NAND Flash, and to a lesser extent NOR Flash, rightly garner the lion’s share of media and investor attention, multiple competing...
340 Views
Taiwan Semis - Cash Out in China in Exchange for More Orders and Upgrades
Taiwan semis are cashing out in China: Chipbond announced to sell 53.69% of Chipmore shares to BOE and China government-backed funds for US$166mn....
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SMIC Placement: Balance Sheet Improvement, What's Next
SMIC is raising a total of USD900m via a USD500m primary share placement and a USD400m perpetual subordinated convertible securities. In this...
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