Tech Supply Chain Tracker (14-Nov-2024): Foxconn reforms boost Sharp's profits.
Foxconn's reforms lead to Sharp's profit growth, Taiwan braces for Trump's tariffs, Nokia and Dixon start manufacturing in India, Apple boosts...
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2025 High Conviction: AI Chip Spend Slows
AI spending is driving strong semiconductor growth today, but see why hyperscale spending, like 2000's Internet Bubble, is approaching an overbuilt...
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Taiwan Semiconductor Mfg Co (TSM) - Tuesday, Aug 13, 2024
TSMC is at an inflection point in its growth story, with management showing willingness to exert pricing power and extract more value from the AI...
220 Views
[Blue Lotus Daily]:981 HK/1347 HK/TSMC US/9660 HK/XPEV US/1810 HK/ZTO US/BABA US/Macro News Updated
US halts sales of 7nm processors to China; Xpeng P7+ pre-orders surpass 30,000, challenging Xiaomi SU7; Xiaomi 15 series sales exceed 1mn units...
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CX Daily: Trump 2.0 Means Reboot of Aggressive Tariff Policy Toward China
As the 78-year-old Republican prepares to lead a deeply divided nation, all eyes are on the critical decisions shaping his second-term...
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