US – China: Restrictions on Semiconductors Are Getting Worse
​Nvidia might not have a workaround for a new China-specific chip. EDA software ban also for consumer electronics Xiaomi, Lenovo. Hanmi Semi halted...
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HSI, HSCEI, HSTECH, HSIII Index Rebalance: US$8.1bn of Flows Post Capping (June 2025)
The June rebalance of the HSI, HSCEI, HSTECH and HSIII indices will use today's closing prices for capping. The round-trip trade across the four...
1.4k Views
HK Connect Flows Weekly (May 30th): Meituan, Horizon Robotics, CCB, China Mobile, CNOOC, Tencent
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Meituan, Horizon Robotics, CCB, China Mobile, CNOOC,...
736 Views
PC Monitor: Commercial PC Demand Resilient; AI PC Momentum Builds W/ NVDA Blackwell-Powered Launches
​HP's commercial PC growth remains strong, with AI PC penetration expanding through NVIDIA chips like the ZGX AI Station, signaling a step-change...
342 Views
Technology: GB300 NVL72, Liquid Cooling, GPU/SOCAMM Socket, AI PCs, DGX Spark
Computex 2025 was held in Taipei during 19-23 May, which mostly focused on AI servers, AI PCs, and thermal/power/connector solutions.
344 Views