Current Semi Surge Still Strong
The semiconductor market is experiencing a surge in demand driven by AI, but history suggests a potential collapse may be on the horizon.
520 Views
Aequitas: Shenzhen Longsys Electronics A/H Trading - One of the Lowest Insti Demand
Shenzhen Longsys Electronics (301308 CH), an independent semiconductor memory product enterprise, raised around US$1,050m in its H-share listing....
119 Views
Longsys (江波龙) IPO Trading
Longsys raised USD 868m to list on HKEX on Tuesday, Sep 8. Cornerstone track records and a wide A-H discount are offset by soft demand among...
108 Views
Q224 DRAM, NAND Revenues Grow For The Fifth Quarter In a Row
Q224 DRAM $23.3 billion in Q224, +28.3% QoQ & +110.5% YoY. Q224 NAND $16.5 billion, +17% QoQ & +83% YoY. Multiple mounting tailwinds bode well for...
431 Views
GEMWeekly (26 Jul 2024): PBOC Cuts Rates; South Korea, Thailand Macro; Kakao, Tencent, Samsung
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
324 Views