bearish
Chinese EV's and the Lagging Edge Price War
254 Views14 Aug 2023 11:02
SUMMARY
- This earnings season has highlighted the robust performance of older-generation ("trailing edge") companies.
- Their inventories have also been rising. At the same time, there's a noticeable demand slump in China.
- Surprisingly, Chinese semiconductor firms are increasing their investments in older technology, known as the "lagging edge" capacity. Put the pieces together, and there’s a big story here.
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
Rising
Fabricated Knowledge
Equity Long-Short, Semiconductors
- Weekly Earnings (ASML, LRCX, TSMC, Nanya)24 Oct 2023
- Chinese EV's and the Lagging Edge Price War14 Aug 2023
x