Tech Supply Chain Tracker (19-Feb-2025): ASE opens fifth factory in Penang, with AI-driven smart manufacturing.
ASE opens new factory in Penang, Win Semiconductors advances in optical communications tech, DRAM manufacturers phasing out DDR3 and DDR4, Apple...
311 Views
Tech Supply Chain Tracker (12-Oct-2024): Azure leads in Nvidia's GB200 AI chips, fueling cloud innovation.
Microsoft Azure partners with Nvidia for cloud innovation using GB200 AI server chips, Hong Kong tech fairs to feature 6,000+ exhibitors, Middle...
623 Views
Earning excess returns in commodities
Say that we have an industry selling a commodity and we want to figure out how above average returns can be generated. Our starting point is almost...
344 Views
Nanya Technology (2408 TT, NEUTRAL, NTD63.70)
We maintain NEUTRAL on DRAM price corrections. As economies have reopened and caused lower expected demand for consumer PCs and Chromebooks,...
443 Views
Nanya Technology (2408 TT, NEUTRAL, NTD61.40)
Product prices may fall soon; downgrade to NEUTRAL. Nanya’s FY21 EPS is estimated at NTD6.78.. As the spot market has weakened recently, it may...
230 Views