Smartkarma Originals
Rebellions: Challenging Nvidia in the AI-Powered Semiconductor Chips
Established in 2020, Rebellions is a leading AI based fabless startup in Korea. In February 2023, Rebellions launched a new artificial intelligence...
1.1k Views
Samsung. The Spending Spree Goes On. And On. But Why?
In sharp contrast to their competitors, Samsung has announced no plans to cut wafer output, headcount or equipment CapEx spending. But why?
474 Views
GEM Weekly (17 Mar 2023): Chinese Macro Data; CATL, ByteDance, Samsung Electronics, Baidu
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
566 Views
Semiconductor Memory Segment Q4 2022 Review, 2023 Outlook
We anticipate memory revenues to trough in Q1 2023, be sequentially flat Q2 followed by modest growth through H2. So far, Q1 has not shown any...
439 Views
Semiconductors: 2022 Review & 2023 Outlook
2023 is shaping up to be the reverse of 2022, i.e. downturn continuing through H1 with recovery in H2. A lot depends on when PC and smartphone unit...
445 Views