Nanya Tech: SK Hynix & Samsung Results Supportive for Memory Chip Industry 2023E Outlook
Guidance from both SK Hynix and Samsung indicates a likely improvement in supply/demand dynamics in 2023E for the memory chip space.
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GEM Weekly (28 Oct 2022): China GDP, Retail Sales, South Korea GDP; SK Hynix, Flipkart
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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How Bad Is Today's Chip Collapse?
Do you understand the current chip collapse? It is following a path that it has followed in the past, and those who read this post can invest more...
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Taiwan Tech Weekly: ASML & Lam Provide Industry Optimism, Wave of Earnings This Week
Earnings season is now in full swing with a wave of results to be released this week for both the global industry and within Taiwan.
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FDR's Trade Embargo on Oil (Japan) & Biden's Sanctions on China's Semi Sector - Prelude to Disaster?
There have been major sanctions by the US on China's semiconductor sector recently. We compare this move to the US government putting a trade...
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