Memory Monitor: SK Hynix & Samsung Losses & Conservative Guidance Indicate Two-Track Chip Recovery
SK Hynix's inventory metrics worsened while Micron appears to be managing inventory better than peers. We see more evidence of a 'two-track...
401 Views
UMC. Calling Q1'23 The Trough Despite Limited Forward Visibility
Q1’23 revenues of NT$54.2 billion, a decrease of 20.1% QoQ and a 14.5% YoY, in line with expectations. Recovery slower than previously anticipated,...
308 Views
Taiwan Dual-Listings: TSMC ADR Premium Hit by Large 1-Period Drop, UMC Discount & Earnings This Week
UMC ADR's are trading at a -1.1% discount to their Taiwan shares. The spread has mostly been trading in negative territory over the last month. UMC...
313 Views
Nvidia, TSMC, ASML Trading Monitor - TSMC & ASML Results Indicate Cycle Bottom 2Q23E for Leaders
TSMC and ASML both expect their historically high margins to persist and have both shown a major decline in inventory levels.
418 Views
GEM Weekly (21 Apr 2023): China GDP and Activity Data, Indonesia Rates; Alibaba, TSMC, Ant Financial
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
380 Views