Mediatek (2454 TT): An Attractive Play on 5G, After Overcoming Past Mistakes
Mediatek Inc (2454 TT) is an attractive play on 5G, after overcoming past mistakes, which we believe the company has addressed running up to the...
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July Semiconductor Revenues Reported: Down 15.5% YoY
The World Semiconductor Trade Statistics organization released July revenues on September 3. Revenues are 15.5% below the same month a year ago...
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Where Are We in the Semiconductor Memory Price Collapse?
This SmartKarma Insight takes a simple look at the current memory chip price collapse to learn where the industry stands in the current downfall,...
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Samsung's 7nm EUV Yield Issue: Trigger for Americanizing?
We now have 7nm EUV yield issue at Samsung. Digitimes has put out two reports on this. Samsung quickly denied it as saying that there is no yield...
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The Week That Was in ASEAN@Smartkarma - Philippines Economy, Small Cap Singapore, and Bank Danamon
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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