Semiconductors H2 Rebound? Curb Your Enthusiasm!
The H2'23 recovery will likely be muted. Downgraded our FY'23 outlook for Foundry, PC, Smartphone and Silicon Wafer segments. While most semis are...
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China Semiconductor Restrictions: How the Vice Is Becoming Tighter and Tighter
Recent developments show the U.S. has motivated additional countries to participate and more restrictions are likely in 2023E.
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How Our Research Picks Have Held Up: December 2025
Here’s your monthly look at the analysts’ investment ideas – and how they’ve done so far. Plus, the plays that Russell, Theodora, Reda, and...
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Suzhou Novosense A/H Listing - Strong Growth but Lacks Margin Stability
Suzhou Novosense Microelectron (688052 CH), an analog chips producer, aims to raise around US$285m in its H-share listing. In this note, we talk...
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Suzhou Novosense A/H Listing - Growth Has Been Strong but Margins Weak
The deal is now live with the company looking to raise a smaller amount of US$285m, as expected. We will follow-up with another note looking at...
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