[Blue Lotus Daily]: BABA/JD/PDD/BILI/Tencent/700.HK/Kuaishou/1024.HK/DOYU/HUYA/ACMR
Parcel volume data for the Double 11 Festival is published, Douyu CEO Chen Shaojie has been missing for three weeks, and Meituan published AI...
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[ACM Research (ACMR US, BUY, TP US$30) Earnings Review]: Korea and US Are the Next Battlefields
ACMR's Q3 reported profit widely beat estimates. They received a second order from a US semiconductor maker, indicating market share gain. A BUY...
384 Views
Weekly Earnings (ASML, LRCX, TSMC, Nanya)
TSMC results came in much better than feared. Revenue was slightly weaker than expected and below consensus. This quarter's big story was margins...
385 Views
October Restrictions Implications
The new clarification of the October export restrictions came out today, and as far as I can tell, it is a slight liberalization of the previous...
362 Views
[Blue Lotus Hardware Sector Update]: SMIC 7nm and 5nm Sufficient for Huawei Rejuvenation
We expect Huawei’s wafer demand to reach 18k~ 7nm per month, which would have revenue gain of US$ 550mn~ per quarter to SMIC. We raise SMIC TP to...
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