Memory Monitor: Our Site Visit to Micron's A3 Fab in Taiwan; AI Accelerating the Cycle Recovery
Memory names rallied sharply at the end of last week after SK Hynix affirmed that 1Q23 was the cycle bottom and AI-driven DRAM demand was...
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GEMWeekly (28 Jul 2023): South Korea GDP; Alibaba, Samsung SDI, Tencent, TSMC, Ant, Meituan
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
341 Views
United Microelectronics: Underperform; Exposed to China Competition Avoiding Tech Restrictions
We are concerned by UMC’s high exposure to more mature technology nodes, limited exposure to AI, and vulnerability to China competition forced to...
305 Views
The Weekly Market Monitor (29) - The Moment of Truth?
The US labor market remains uncomfortably tight, keeping bond yields high, providing massive pressure on overvalued Big Tech stocks to deliver on...
281 Views
Voltronic Power: Rising Up the Ranks
Ownership levels in Voltronic Power Technology rise to record levels as EM funds open new positions. It now stands as the 7th most overweighted...
432 Views