Taiwan April Sales Signals: AI Server Ramp Sustains & Memory Cycle Bleeds Into PC OEMs
Memory subsector revenue surges 309% YoY, driven by price hikes; AI server demand remains strong, while non-AI server performance falters.
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TWSE Foreign Holding Weekly (May 8th): Hon Hai Precision, Nanya Technology, Innolux
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Hon Hai Precision, Nanya Technology, Innolux,...
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EM Outlook: Bullish, Led by BRIC and Asia
Asia and the BRIC segment continue to outperform the broad EM universe. Based on technical breakouts in each of their relative strength trends (vs....
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Memory Chips
The world is short of memory. The big three memory companies – Samsung, SK Hynix and Micron – control over 80% of the global memory chip market at...
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The Week That Was in Greater China @Smartkarma: #BigBallerBlues, Trump, 11-11 Holiday, & Much More!
Last week the news out of China was thoroughly dominated by the highly-anticipated official visit of a polarizing US media figure whose mere...
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