Ohayo Japan | Nvidia, Meta, and Microsoft Hit Hard
​US markets fall on tech stock slide despite Fed holding rates, Nvidia drops 4% on export concerns, Meta and Microsoft decline post-earnings, while...
390 Views
LG Electronics India Pre-IPO - The Negatives - Not All Categories Have Been Growing
LG Electronics (066570 KS) is looking to raise US$1.5bn+ via part-selling its stake in LG Electronics India. In this note, we talk about the not-so...
639 Views
LG Electronics India Pre-IPO - The Positives - Well Known and Well Loved
LG Electronics (066570 KS) is looking to raise US$1.5bn+ via part-selling its stake in LG Electronics India IPO. In this note, we talk about the...
22.2k Views
Tech Supply Chain Tracker (15-Jan-2025): China's semiconductor bankruptcies mount.
China's semiconductor industry struggles as companies go bankrupt, Biden leans towards TSMC over Intel, robots in every home could be a reality,...
363 Views
TSMC (2330.TT; TSM.US): Will Rapidus Threaten TSMC's 2nm Market? We Think It's Too Early to Say.
​Joining an advanced semi manufacturing camp could be a lucrative opportunity with fewer competitors, as Rapidus works on licensing IBM's 2nm GAA...
738 Views