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....
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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.
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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...
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ChipMOS: Results Ahead & Key Clients for Display and Memory Signal a Turn Around Is Happening
We had a call with ChipMOS management about the company's latest long-term research efforts and drivers. The shares appear well supported into an...
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Memory Monitor: Nanya Management Provides More Color on DRAM Cycle Bottom; Elan a Long W/ More Edge
While Nanya's comments indicated a more delayed recovery for Memory than Micron's recent guidance, overall the industry for Micron, SK Hynix, and...
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