Q2'23 Semiconductor Review & Outlook
Q2'23 saw semi sales, memory, silicon wafer & PC shipments PC with modest QoQ growth. Smartphones and server shipments barely missed the cut....
675 Views
Taiwan Shorts Analysis: AI Supply Chain Stocks With High Short Squeeze Risk
We analyze the most shorted stocks in Taiwan and highlight notable AI supply chain stocks who have have some of the highest short interest vs....
666 Views
Memory Monitor: SK Hynix Appearing Prescient; Relative Value in Micron
NAND and DRAM price declines have stabilized. Demand for DRAM from servers is expected to exceed that from mobile devices, driven by AI usage.
734 Views
Semiconductor Events Deserving Your Attention @ 7/8/23
Global semi sales for June '23 ~$41.5 billion, +1.7% MoM, -17% YoY. Nanya July 2023 revenue NT$ 2,437 million, -1% MoM, -44.5% YoY. ASPEED YTD...
415 Views
Memory Monitor: Our Site Visit to Micron's A3 Fab in Taiwan; AI Accelerating the Cycle Recovery
Memory names rallied sharply at the end of last week after SK Hynix affirmed that 1Q23 was the cycle bottom and AI-driven DRAM demand was...
581 Views