US Export Ban On China's Jinhua. Winners & Losers.
On Monday October 29'th last, the US Department Of Commerce announced that it was taking action to restrict exports to Fujian Jinhua Integrated...
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UMC (2303 TT): Stepping up Wafer Capacity
More attractive to analysts, good chance of target-price upgrade, and low price volatility relative to its sector Enhanced version of 28nm wafers,...
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Micron. Separating Fact From Fiction
From analyst downgrades to Chinese court injunctions to the high-profile split with Intel, Micron has encountered a plethora of negative catalysts...
362 Views
TSMC May Have Another New Customer. Intel.
Taiwan Semiconductor has a 56% share of the global semiconductor foundry market making it more than five times larger than its nearest competitor,...
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The Week that Was in ASEAN@Smartkarma - Hospitals, Cinemas, and Digital Media
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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