What's New(s) in Amsterdam - 4 December (ASM Int'l | ASML | Besi | MICC | PostNL/Ahold Delhaize)
In this edition: • ASM International – ASML Holding – BE Semiconductor Industries | WSTS revises its outlook for worldwide semiconductor market...
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[2026 High Conviction] Korean Mega Cap Investment: Samsung’s $310B Tech Spend, the AI-Momentum Trade
​Samsung is leading the Memory Supercycle with a focus on memory technology, backed by a massive investment plan and strong financial performance,...
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Primer: Advantest Corp (6857 JP) - Nov 2025
Advantest is a dominant force in the Automated Test Equipment (ATE) market, holding a significant global market share in a duopolistic industry...
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TSMC (2330 TT) Tactical Outlook After November's Pullback: Further Downside Risk Remains
​After stellar returns for the year, TSMC is now in a correction phase. The current rebound may be a short-lived bear rally, we suggest some...
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TSMC (2330.TT; TSM.US): Rapidus Plans to Build a Second Fab to Begin 1.4nm Volume Production in 2029
​Rapidus aims to catch up with TSMC by targeting 2nm and plans to build a second fab in Hokkaido for 1.4nm volume production in 2029.
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