Taiwan Tech Weekly: Micron Earnings to Provide Memory Outlook; Taiwan Vs. SOX Divergence
Micron earnings this week, will provide insight on the outlook for the memory chip space. We remain biased to be Long Micron vs. Short Nanya Tech.
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Hon Hai Results: Managed Q4 COVID Issues Well, Reiterates Margin Expansion & EV Targets; Stay Long
The company has reiterated its 2025 target for gross margin to rise to 10% and over NT$1 trillion of revenue by 2025 from its new Electric Vehicle...
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Taiwan Tech Weekly: Apple & Hon Hai Push for India Labor Changes, Singapore Heavily Courting TSMC
Hon Hai results are coming out March 15th. The U.S. is also reportedly preparing even more China restrictions for semiconductor equipment.
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Taiwan Tech Weekly: HP Says No Major PC Recovery in 2023E; Signs of Display ICs Early Turn-Around?
Hewlett Packard results: CEO says does not expect significant PC recovery in FY2023E. Fitipower results show display ICs potentially bottoming...
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GEM Weekly (3 Mar 2023): China PMI, India GDP; Naver, L&F Co, MediaTek, Foxconn
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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