Long Intel/Short AMD; Analysis of Technical Publications Suggests TSMC Will Play a Critical Role
We analyze the relative innovation strengths of Intel and AMD in design and manufacture and how much ahead TSMC is in manufacturing innovations...
306 Views
A powder keg
While much focus has been on EURO/USD cross, Asian currencies haven’t seen that much focus due to range-bound markets. That is until two weeks ago...
406 Views
UMC (UMC.US, 2303.TT): 1Q22 Earnings Preview- Continuous Growth
UMC’s sales/GM would reach to ~NT$58billion/~39% and NT$60billion/~41.5% in 4Q21/1Q22 respectively, a bit higher than Bloomberg consensus of...
290 Views
Parade Technologies: Further Revenue Growth Upgrades, and Dividends, Should Support Valuation
In this insight, I take a deep-dive analysis into fabless IC design house, Parade Technologies, its industry value chain, current valuation levels,...
267 Views
EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
300 Views