UMC (2303.TT; UMC.US): The Early Signs Indicate the End of Inventory Correction.
The early signs indicate the end of inventory correction for smartphones and PCs. The demand for strength lies in computing, codec, Wi-Fi, touch IC...
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ASEH (3711.TT): 4Q23F Outlook Should Remain Decline for a Normal Seasonality.
The outlook is still moderate downward in 4Q23F. SPIL, in ASEH group, is serving only limited in CoWoS demand. The major big clients of ASEH are...
470 Views
EM Semiconductors: Positioning Deep Dive
The momentum in Semiconductor positioning witnessed between 2019 and 2021 has stalled. In this report we identifying the funds and the companies...
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Weekly Earnings (ASML, LRCX, TSMC, Nanya)
TSMC results came in much better than feared. Revenue was slightly weaker than expected and below consensus. This quarter's big story was margins...
293 Views
Kokusai Electric IPO Trading - Decent Demand, Now for the Real Test
KKR raised around US$730m via selling a stake in Kokusai Electric's (6525 JP) (KE) Japan IPO. In this note we talk about the trading dynamics.
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