Semiconductor Memory Cycles. Where Are We At & Where Are We Going?
With the memory boom & bust cycle of the past three years in our rear view mirror, we posit that we are now entering a period of greater stability...
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Samsung Electronics - M&A in the Cards?
Samsung Electronics' M&A desire. To me there is a clear target that can be done in the near future even with JY Lee in the can.
516 Views
Korea Short Sell Ban: Elections, Public Outrage, Bus Tours, Blue House Petitions, K-Streetbets
With the short sell ban in Korea scheduled to expire 15 March, we look at stocks that have seen the most short covering since the start of the ban,...
601 Views
Asia Currencies and Commodities Insights
By Macro Hive SGX Asia Currencies Insights Moderate CNH appreciation continues despite bout of dollar strength. Rupee remains rangebound...
525 Views
Intel. Will A Return To A Grovian, Maniacal Execution Style Save The Day?
Intel's incoming CEO is promising a return to a "Grovian, maniacal execution" style. What exactly is this and is it what Intel needs at this time?
449 Views