SK Hynix: Strong Positioning Among Asia Ex-Japan Funds.
Ownership levels in SK Hynix are on the increase. Today's average weights and funds held % are at multi-year highs among Asia Ex-Japan active...
321 Views
Domestification of Samsung Electronics (005930 KS) At the Cost of Samsung Electronics
The combination of the construction of Pyeotaek 3 and the fact that JY Lee is heading the localization of the supply chain of its semi business...
384 Views
Asia Short Interest Weekly - Shorts Covered as Markets Melted Up
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
464 Views
Spring WSTS Semiconductor Forecast Gives Mixed Outlook
The Spring WSTS semiconductor forecast has been announced and it is very similar at the top-line level to the organization's Autumn forecast...
362 Views
Semiconductors in April: COVID Impact Still Small
The SIA has released April's semiconductor shipment numbers, and they look positive enough. There is still considerable uncertainty both from the...
423 Views