Taiwan Tech Weekly: TSMC Extending Lead Vs. Samsung with 3nm Tech; Hon Hai Result Positive for Apple
TSMC appears to be beating Samsung repeatedly when it comes to winning clients to produce leading-edge 3-nm chips. TSMC has repeatedly been chosen...
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Robosense Technology Pre-IPO - PHIP Updates - ADAS Sales Strong but Profitability Remains Distant
Robosense Technology (ROBO HK) (RT) is now looking to raise up to US$150m in its upcoming Hong Kong IPO, down from US$300-400m earlier.
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Robosense Technology Pre-IPO - The Positives - A Whole Lot of Potential
Robosense filed its PHIP for an HK listing over the weekend. We looked at the company's past performance in our earlier notes.
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[Blue Lotus Daily]: XPEV/NIO/BYD/TSLA LI/Geely/ACMR/ MU/NVDA/981.HK/1810.HK/000660.KS
Luxeed S7 electric vehicle officially launched with a price reduction, Geely and NIO form a strategic cooperation agreement for battery swapping,...
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Nvidia's China Problems, Applied Materials, and Microsoft's Accelerators
Nvidia surprised everyone with a boring result! Applied Materials is an overreaction. Nvidia’s quarter was surprising to me because it was boring.
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