Intel's $30 Billion JV with Brookfield Asset Mgmt: To Take Away Market Share from TSMC & Samsung?
On 23 August, Intel announced that it will partner with Canada's Brookfield Asset Management to jointly fund up to $30 billion to make advanced...
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Taiwan Dual-Listings – TSMC Premium Decline Could Highlight Foreign Vs. Domestic Sentiment Mismatch
We take a look at Taiwan dual-listings to identify if there are significant mismatches between foreign and domestic sentiments.
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GEM Weekly (5 Aug 2022): Asia PMIs, SK CPI, India Interest Rates; Alibaba, TSMC, NetEase, Tencent
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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Semiconductors Have Reached Turning Point
The semiconductor market is starting to change from unusual growth and record revenues to a downturn that will return it to its long-term trend. ...
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Screening for GEMs: August 2022
An overview (and output) of our machine learning-driven GEM screening model, which seeks to find the best medium-term long ideas within the top100...
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