SK Hynix: Improving Global Market Positioning Whilst Still Trading at Discount Valuation Multiples
In this insight, we analyse SK Hynix’s relative market share changes, market pricing dynamics, and revenue growth outlook, as well as an updated...
182 Views
GEM Weekly (18 Feb 2022): Chinese Inflation; TSMC, SK Hynix, Indian App Ban, Tencent, Alibaba
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
240 Views
Potential Semiconductor Supply Chain Crisis if Russia Invades Ukraine?
We discuss the potential impact on the semiconductor supply chain if Russia invades Ukraine. Many semiconductor manufacturers rely on Russian and...
376 Views
DRAM Market Poised for Steady Growth in 2022
DRAM makers posted a small 6% Q/Q revenue decline in Q4, but gave an outlook for solid 2022 growth after growing 41% in 2021. This seems to be a...
286 Views
Screening for GEMs: February 2022
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
329 Views