Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!
Overall, Hock Tan's optimistic and detailed presentation on Broadcom's strong quarterly results, future growth prospects, and focus on AI revenue...
228 Views
Global Stock Positioning: Tech Dominance, China Rotation, and Record TSMC Ownership
Technology continues to anchor global active portfolios, with TSMC at record ownership. Rotation persists across regions as managers selectively...
492 Views
Krungthai XSpring Zoom Eng. February 24, 2026
The continued expansion of exports was driven primarily by the electronics sector (computers +68.2%, mobile phones +195.4%, and integrated circuits...
122 Views
[Wafer Watch] Foundry Loading, 3nm Scarcity, and New Materials Constraints
Samsung’s utilisation improves, TSMC’s 3nm is sold out, InP substrates tighten, and CXMT accelerates its DRAM build-out.
347 Views
CX Daily: Digital Yuan Overhaul Targets Mass Adoption, Cross-Border Use
TOP STORIES Cover Story: Digital Yuan Overhaul Targets Mass Adoption, Cross-Border Use China’s digital yuan has taken a step away from being a...
161 Views