Mediatek Downgrade: After Rally, Beware Emerging News of Huawei/SMIC Chip Capability
We believe Huawei's recent Mate 60 chip development could pose a threat to Mediatek's market share outlook. We downgrade our rating from Structural...
359 Views
SIA: Semiconductors Up for Fourth Consecutive Month
The semiconductor industry seems to be starting another cycle, with revenues increasing for the past four months. This Insight compares past...
323 Views
Index Rebalance & ETF Flow Recap: NKY, ASX, CSI300, KOSDAQ150, Yuanta ETFs, MVA, MVW, SMH
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
563 Views
GEMWeekly (8 Sep 2023): EM Asia Inflation, China Macro; Alibaba, Tencent, TSMC, MediaTek, SK Hynix
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
427 Views
MVIS US Listed Semiconductor 25 Index Rebalance: Upweight for TSMC
No constituent changes, but there are float/capping changes. Estimated one-way turnover is 5.9% resulting in a one-way trade of US$595m. Stocks are...
623 Views