Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Equity Bottom-Up

<p>Intel announced on January 13, 2021, that its CEO Bob Swan would step down to be replaced by departed Intel veteran Pat Gelsinger.  This Smartkarma Insight focuses on the work that Gelsinger must do to win back the company's diminishing prominence in the processor market that it created.</p>

Intel announced on January 13, 2021, that its CEO Bob Swan would step down to be replaced by departed Intel veteran Pat Gelsinger.  This Smartkarma Insight focuses on the work that Gelsinger must do to win back the company's diminishing prominence in the processor market that it created.

Intel CEO Change Brings Focus Back to Technology

Founder/CEO of ROK Advisory, ROK Advisory LLC

Ken S. Kim

Founder/CEO of ROK Advisory

ROK Advisory LLC

ROK is an independent research advisory firm. We guide you to minimize the information gap between foreign and local investors in Northeast Asia with a focus in Korea, Taiwan and Japan.

Independent Research Advisory Firm

<p>Local press reporting that <a href="https://www.smartkarma.com/entities/samsung-electronics-co-ltd" target="_blank" data-smartkarma-citation="entities:191:1" rel="noopener">Samsung Electronics (005930 KS)</a> has made significant improvement on their 5nm technology which is a significant improvement given <a href="https://www.smartkarma.com/entities/samsung-electronics-co-ltd" target="_blank" data-smartkarma-citation="entities:191:1" rel="noopener">Samsung Electronics (005930 KS)</a> 's to desire to take close the gap with <a href="https://www.smartkarma.com/entities/taiwan-semiconductor-manufacturing-company" target="_blank" data-smartkarma-citation="entities:11230:1" rel="noopener">TSMC (2330 TT)</a> this is a big step.  Or was it already in the cards from a prior deal? </p>

Local press reporting that Samsung Electronics (005930 KS) has made significant improvement on their 5nm technology which is a significant improvement given Samsung Electronics (005930 KS) 's to desire to take close the gap with TSMC (2330 TT) this is a big step.  Or was it already in the cards from a prior deal? 

Samsung Closed the Gap with TSMC Already at 5nm? Whoa!

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

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<p><em>This week in StubWorld ...</em></p>
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<a href="https://www.smartkarma.com/entities/tokyo-electron-ltd" target="_blank" data-smartkarma-citation="entities:280:1" rel="noopener">Tokyo Electron (8035 JP)</a> outperforms as global carmakers face a chip shortage;</li>
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<a href="https://www.smartkarma.com/entities/gulf-energy-development-public-company-limited" target="_blank" data-smartkarma-citation="entities:26038:1" rel="noopener">Gulf Energy Development Public Company (GULF TB)</a> increases its questionable stake in <a href="https://www.smartkarma.com/entities/intouch-holdings-pcl" target="_blank" data-smartkarma-citation="entities:17638:1" rel="noopener">Intouch Holdings (INTUCH TB)</a>; and</li>
<li>
<a href="https://www.smartkarma.com/entities/jardine-matheson-holdings-ltd" target="_blank" data-smartkarma-citation="entities:19718:1" rel="noopener">Jardine Matheson Holdings (JM SP)</a>'s ramps up its buybacks.</li>
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<p>Preceding my comments on these holdcos are the weekly setup/unwind tables for Asia-Pacific Holdcos.</p>
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<p>These relationships trade with a minimum liquidity threshold of US$1mn on a 90-day moving average, and a % market capitalisation threshold - the $ value of the holding/opco held, over the parent’s market capitalisation, expressed in percent - of at least 20%.</p>
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This week in StubWorld ...




Tokyo Electron (8035 JP) outperforms as global carmakers face a chip shortage;

Gulf Energy Development Public Company (GULF TB) increases its questionable stake in Intouch Holdings (INTUCH TB); and

Jardine Matheson Holdings (JM SP)'s ramps up its buybacks.




Preceding my comments on these holdcos are the weekly setup/unwind tables for Asia-Pacific Holdcos.


These relationships trade with a minimum liquidity threshold of US$1mn on a 90-day moving average, and a % market capitalisation threshold - the $ value of the holding/opco held, over the parent’s market capitalisation, expressed in percent - of at least 20%.


StubWorld: TBS/Tokyo Electron, Intouch/Gulf, Jardines' Buybacks

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

<p>Things took a dramatic turn for the worse at <a href="https://www.smartkarma.com/entities/intel-corp" target="_blank" data-smartkarma-citation="entities:16764:1" rel="noopener">Intel</a> last week with the publication of a letter from activist hedge fund Third Point to Intel's board chairman, Dr Omar Ishrak. Having taken a significant stake in the company, Third Point is now setting out to drive sweeping changes at Intel. What are the implications for Intel and how is the company likely to respond to this challenge? Here's our thoughts on the matter.</p>

Things took a dramatic turn for the worse at Intel last week with the publication of a letter from activist hedge fund Third Point to Intel's board chairman, Dr Omar Ishrak. Having taken a significant stake in the company, Third Point is now setting out to drive sweeping changes at Intel. What are the implications for Intel and how is the company likely to respond to this challenge? Here's our thoughts on the matter.

Intel Beware ! The Vultures Are Circling.

<p>Micron reported earnings above guidance in its first fiscal quarter, and told of a new effort to increase its share of industry profits without changing its share of industry gigabit sales.  Although the company was hit in early December by both a power outage and an earthquake, production has not been substantially reduced.  Customer demand is currently somewhat constrained by shortages of chips that Micron does not produce.</p>

Micron reported earnings above guidance in its first fiscal quarter, and told of a new effort to increase its share of industry profits without changing its share of industry gigabit sales.  Although the company was hit in early December by both a power outage and an earthquake, production has not been substantially reduced.  Customer demand is currently somewhat constrained by shortages of chips that Micron does not produce.

Micron Reports Solid 1QFY21, Adds New Twist to Strategy

United States

NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software.  The Company's products provide interactive 3D graphics to the mainstream personal computer market.

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NVIDIA Corp (NVDA US)

Intel CEO Change Brings Focus Back to Technology

Intel is changing its CEO. Does incoming CEO Pat Gelsinger have what is needed for the company to regain its position? What steps must he take? ...

Jim Handy

Samsung Closed the Gap with TSMC Already at 5nm? Whoa!

Samsung Electronics' desire to catch TSMC starts with how they can proceed with leading tech. Are we almost there already?

Ken S. Kim

StubWorld: TBS/Tokyo Electron, Intouch/Gulf, Jardines' Buybacks

Tokyo Electron (8035 JP) outperforms as global carmakers face a chip shortage; Gulf Energy increases its questionable stake in Intouch; and Jardine...

David Blennerhassett

Intel Beware ! The Vultures Are Circling.

Intel has been targeted by activist hedge fund Third Point. Do the charges they lay against Intel have merit and if so, how serious are they?

William Keating

Micron Reports Solid 1QFY21, Adds New Twist to Strategy

Micron reported better-than-expected earnings in its January 7 earnings call, with a new strategy and technology leadership to improve...

Jim Handy

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