GEMWeekly (9 Aug 2024): HBM Chip Stockpiling; China Macro; Samsung, Infosys, SK Hynix
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
241 Views
KRX Foreign Holding Weekly (Aug 9th): Samsung Electronics, Sk Hynix
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, Sk Hynix.
287 Views
TSMC's Expansion Strategy: New Plants and Rising AI Demand Shape Future Growth
TSMC plans seven new plants worldwide, boosting production of 3-nm and 2-nm chips. Chips Foundry Market share of 62%, AI sector growth driving demand.
426 Views
Trading Opportunities from the Rise of Sector Pairs Trading Using SSFs & MM Unwinding at Expiry
This post explores trading opportunities from the rise of sector pairs trading using single-stock futures and market makers unwinding at expiry.
330 Views
Tech Supply Chain Tracker (08-Aug-2024): Honor IPO faces hurdles amid Huawei rise.
Tech news roundup: Honor IPO struggles, Huawei rebounds; Hanoi aims for semiconductor hub status; Hyundai boosts South Korea's Olympic archery...
200 Views