Taiwan Tech Weekly: Mediatek Wins Google AI Chip from Broadcom; Hon Hai to Expand U.S. Production
Google is switching from Broadcom to Mediatek for AI chips, Hon Hai CEO predicts growth in U.S.-based tech manufacturing, and reports show...
460 Views
Overview #19 – Don’t Buy the D@nm Dip!
A review of recent events/data impacting our investment themes and outlook. How will the incoming bear market in the US impact Asia
403 Views
Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices
Overall, the speaker reflects on the changing landscape of Mobile World Congress, with a decreased emphasis on semiconductors and a growing focus...
416 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Astra International, and Cimory
The past week saw insights on Sea Ltd (SE US), Astra International (ASII IJ), Cisarua Mountain Dairy (CMRY IJ), Central Pattana Pub (CPN TB), and...
388 Views
Select Sector Indices and S&P Equal Weight Rebalance: US$16.3bn Trade; Big Impact for EXE, TKO
Constituent changes to the S&P500 and capping changes result in a round-trip trade of US$16.3bn for the Select Sector. ECE, DASH, AMZN, TKO, TSLA,...
628 Views