In today’s briefing:
- Semiconductor Events Deserving Your Attention @ 10/6/23
- HDFC Ltd – Funding Benefits Can Be Immediate, Substantial
- GEM Weekly (9 Jun 2023): China and Taiwan Trade, Inflation; TSMC, Realtek, MediaTek
Semiconductor Events Deserving Your Attention @ 10/6/23
- WSTS updates global semiconductor FY2023 forecast to reflect a 10% YoY decline
- TSMC’s May revenue jumps 19.4% MoM reflecting the generative AI-driven surge in orders from NVIDIA
- Intel plumbs new depths with a ridiculous IDC SAM analysis
HDFC Ltd – Funding Benefits Can Be Immediate, Substantial
- HDFC Ltd will merge into HDFC Bank perhaps within some weeks
- Amalgamation presumed benefits are a long list: scale, cross-sell, funding, loan mix, etc
- Improvements in total funding costs may be immediate and significant, beyond expectations
GEM Weekly (9 Jun 2023): China and Taiwan Trade, Inflation; TSMC, Realtek, MediaTek
- 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:Chinese foreign trade and inflation data, Taiwan exports
- Companies mentioned:Taiwan Semiconductor (TSMC) (2330 TT), Realtek Semiconductor (2379 TT), Mediatek Inc (2454 TT)
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