Who’s Winning the AI Race?
The article questions the idea of "winning" the AI race and emphasizes the importance of profits and margins, suggesting potential category...
401 Views
OmniVision Integrated Circuits Group (Will Semicon) A/H Listing - Earnings Have Been Recovering
Omnivision (603501 CH), a semiconductor company, aims to raise around US$1bn in its H-share listing. It has filed its PHIP, we had looked at its...
544 Views
KRX Foreign Holding Weekly (Dec 12th): SK Hynix, ECOPRO, Samsung Electronics, Hyundai Motor
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, ECOPRO, Samsung Electronics, Hyundai...
230 Views
Mirae Asset Minutes [2025: Volume 23]Biweekly strategy meeting recap
While rising memory prices could modestly weigh on global IT device sales in 2026, we note that memory chips’ share of smartphone BoM costs is only...
194 Views
KRX Foreign Holding Weekly (Dec 5th): SK Hynix, Samsung Electronics, Hyundai Motor, NAVER
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Samsung Electronics, Hyundai Motor,...
239 Views