Intel 3Q22: Still Too Optimistic
Intel's cost cutting program is overly optimistic, much like every other forecast Pat Gelsinger has made since becoming CEO two years ago. Fade...
215 Views
Intel Vs. TSMC/UMC Long/Short Monitor: Intel Earnings This Week, Potential Positive Comments
Intel's earnings this week is a key potential catalyst for the INTC & TSMC pair. Look for comments related to U.S. chip restrictions for China.
168 Views
Taiwan Dual-Listings: TSMC Premium Near-Term High, ASE Spikes, UMC High as Well
Taiwan ADR premiums have generally risen across the board recently. TSMC's premium is high if one looks at the most recent trading range.
260 Views
CX Daily: The Sudden Reversal of the Global Chip Shortage
In Depth: The sudden reversal of the global chip shortage. Hong Kong unveils new visa, property tax policies to stanch talent exodus
162 Views
GEM Weekly (14 Oct 2022): South Korean Repo, Chinese CPI; TSMC, Samsung Electronics, SK Hynix, Wipro
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
231 Views