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...
333 Views
AI Leaders Monitor: Nvidia, TSMC, ASML Trading Monitor - Nvidia Results Key Take-Aways
One can consider going Long a basket of Nvidia, ASML, and TSMC based on a structural growth thesis for AI demand. All three names hold important...
380 Views
Taiwan Semiconductors Mid-Earnings Season Review: Margins, Inventories Appear Worse Than Expected
Other than comments from some companies saying they expect a 2H23E recovery in their guidance, results data released this season so far indicates a...
367 Views
Taiwan Tech Weekly: AMAT Results Imply Longer Memory Weakness, Berkshire's U-Turn on TSMC
Applied Materials results well received by the market, however provided some caveates in terms of how fast the Memory chip industry recovery will...
332 Views