In today’s briefing:
- Micron, Oracle Database Spending, GPU Restrictions, MLPerf, Amkor, and Vicor
- China Property Developers In Distress – Weekly News & Announcements Tracker | 30 June 2023
- Blue Lotus Entertainment Sector Update: Tencent, NetEase and Kingsoft Have Strong Pipeline
Micron, Oracle Database Spending, GPU Restrictions, MLPerf, Amkor, and Vicor
- Micron said we bottomed, wrung their hands a ton about gross margins and comparability, and said oh, inventory accounting has helped us out
- Oracle had a huge announcement that majorly snubbed Intel.
- There’s another rumored AI winner. Amkor was rumored (heavy emphasis, Digitimes can be untrustworthy) to be helping Nvidia with packaging.
China Property Developers In Distress – Weekly News & Announcements Tracker | 30 June 2023
- A weekly curated selection of Chinese news articles and company announcements, focused on developers in distress
- We look for their deals, updates, specific project progress news (‘local signals’), as well as relevant local research commentaries about the market
- We do not verify the underlying data or provide any opinion, we only select and summarize the information; see direct links to sources
Blue Lotus Entertainment Sector Update: Tencent, NetEase and Kingsoft Have Strong Pipeline
- We suggest that both Tencent and NetEase will launch blockbuster new games in their pipelines during this year’s summer vacation, with NetEase slightly surpassing Tencent.
- Although iQIYI, Kuaishou, and BILI each have new games, their contributions are relatively small, so we maintain a SELL rating for these three companies;
- Investors can also pay attention to Nexon and Netmarble, two Korean game companies that are expected to benefit from the launch of new games;
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