In today’s briefing:
- [Quiddity Index] MarketVector US Semiconductor Index Dec24 Rebal Results: Flow Expectations
- Intel. Laser Focus & No More Meaningless Life-Time Value Foundry Deal Updates
- Copper Tracker 16th Dec 2024: New Loan Growth In China Uninspiring
[Quiddity Index] MarketVector US Semiconductor Index Dec24 Rebal Results: Flow Expectations
- The MV US Listed Semiconductor 25 index represents the performance of the biggest US-listed companies in the semiconductor industry.
- There will be no index changes for the December 2024 rebal event.
- We expect a one-way flow of US$1.3bn for December 2024, which translates to a turnover of 5.4%.
Intel. Laser Focus & No More Meaningless Life-Time Value Foundry Deal Updates
- Laser focus, transparency and adoption of a “say do” approach to measuring success are now the order of the day at Intel
- Data Center roadmap not in good shape and if IFS can’t deliver, MJ won’t hesitate to outsource DC products to TSMC alongside existing Client products.
- Gaudi is not a mass market product, Falcon Shores won’t be great either but we will listen, learn, iterate and fail quickly. Watch out NVIDIA !
Copper Tracker 16th Dec 2024: New Loan Growth In China Uninspiring
- China TSF disappointed expectations, coming in at 2.34 trillion RMB (down 5% YoY), compared to the median forecast of 2.7 trillion RMB by the street.
- Comex premiums significantly strengthened, with alot of market participants turning bullish with the imminent return of Donald Trump to power on the 20th of January 2025.
- We initiated on First Quantum Minerals (FM CN). For more details, read our insight: First Quantum Minerals (FM CN): Call Option on Cobre Panama?
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