In today’s briefing:
- GEMWeekly (11 Aug 2023): Indonesia, China, Philippines; Paytm, Ant, Nvidia
- Q2’23 Silicon Wafer Shipments +2% QoQ
GEMWeekly (11 Aug 2023): Indonesia, China, Philippines; Paytm, Ant, Nvidia
- The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.
- Macro data points: Indonesia and Philippines GDP growth, China trade data.
- Companies mentioned:Paytm (PAYTM IN), Ant Group (6688 HK), NVIDIA Corp (NVDA US)
Q2’23 Silicon Wafer Shipments +2% QoQ
- Q2’23 silicon wafer shipments amounted to 3,331 MSI, + 2.0% QoQ, -10% YoY
- Customer inventory levels remain at all time record highs with memory being the worst offender
- No change in our outlook for 14% overcapacity in 2023 with supply demand balance likely taking until 2026.
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