TSMC (TSM/2330 TT): Position for ADR Premium Expansion
TSM US now trades at close to parity vs 2330 TT. Large volumes have traded on the ADR recently which has driven the premium lower. Recently...
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The Conundrum for Samsung - What to Do Foundry?
Samsung Electronics' believes that foundry will be a key point of future diversification and growth but it seems they have run into a problem. ...
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Intel Analyst Day: Still a Top (Funding) Short
Intel's recent analyst day was confirmatory that it has entered the IBM zone - an inability to reset long term expectations makes it a perma...
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UMC (UMC.US; 2303.TT): Although It Could Be ~1% ASP Changed Only, but the Price Is Lifted in 2Q22.
Considering Samsung 28nm demand fraction to UMC’s total revenue, we estimate UMC's price should be lifted for ~1% and GM might increase to be ~41%...
241 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...
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