Taiwan Tech Weekly: U.S. Pushing South Korea China Restrictions, Nanya Says Memory Bottom in 1Q23E
Firms are also significantly expanding semiconductor capacity in Singapore, with the latest being Applied Materials and French firm Soitec.
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Intel’s Cut Its Dividend, But Should It Cut Its Foundry?
Intel unsuprisingly cut its dividend given the massive PC inventory glut and lack of FCF in 2023 and to keep its foundry plans intact...we question...
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Hon Hai Precision: Nvidia Chip Partnership Shows Emerging EV Advantage, Apple Issues Improving; Buy
Latest Nvidia and Apple developments are positive signals for Hon Hai, we continue to view Hon Hai as a Structural Long and also outline a...
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GEM Weekly (24 Feb 2023): South Korean Rates; Pinduoduo, JD.com, NIO, TSMC
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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New U.S. CHIPS Act Speech: Commerce Secretary Emphasizes National Security Game Changer; Conclusions
Don't expect any loosening of China chip restrictions, financial cost is now secondary to national security. A future expansion of funding is...
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