In today’s briefing:
- IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King
- Morning Views Asia: China Vanke
IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King
- Nvidia emerges as a strong challenger in the semiconductor industry, while intel remains the dominant player
- Intel makes significant strides in its foundry business, showcasing a clear focus on advanced nodes like 18A and 14A
- Intel positions itself as a serious player in the foundry market, attracting key customers like Microsoft and building a strong ecosystem around its offerings
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Morning Views Asia: China Vanke
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region, based on key company-specific developments in the past 24 hours. Our Morning Views include a section with a brief market commentary, key market indicators and a macroeconomic and corporate event calendar.