Silicon Wafer Q124 Review, CY24 Outlook & Earthquake Risk
Q124 wafer shipments 2,834 MSI, -5% QoQ & -13.2% YoY. Revenues of top 4 were $2.2 billion, -10.4% QoQ & -20.8% YoY. Siltronic makes a good hedge...
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Earnings Subsystems (MKSI, ICHR, UCTT), Semicap (ONTO, CAMT, AMAT, TOELY), and SiTime
The final week of earnings other than Nvidia. Subsystems did the results you should expect, and MKSI did a questionable (and understandable)...
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GEMWeekly (17 May 2024): China, India, Malaysia Macro; NetEase, Kakao, Prosus, Naspers
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
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China Railway Stocks Back on Track
China is emphasizing a major build of its rail network. The current HSR system is the longest in the world. The surge in domestic travel is...
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Japan Weekly | Dow Jones Hits 40,000 Amidst Rate Cut Expectations
Friday marked a historic milestone as the Dow soared past the 40,000 mark for the first time, buoyed by promising data that supported expectations...
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