GEM Weekly (4 Mar 2022): Russian Interest Rates, Chinese PMI; NIO, ByteDance, TSMC, Samsung
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
359 Views
MediaTek (2454.TT): We Expect High-End 5G Smartphone Chipset Will Aim at 10-14% Shipment in 2022.
We expect MediaTek Dimensity 8000/8100 is targeting shipment of around 30-40mn sets in 2022, and Dimensity 9000 is targeting shipment of 5-10mn...
655 Views
The Current Huge Gap of VGA Card Demand over Supply May Reverse in 2H22/2023
While Taiwanese VGA card makers reported record sales in January and NVIDIA reported record quarterly revenue for 4QFY22, the outlook of the VGA...
1.9k Views
Will Samsung Follow Apple and Be Forced to Stop Selling Smartphones in Russia Due to FDPR Rule?
The US-led Foreign Direct Product Rule (FDPR) regulation may force a more stringent sanction that could force Samsung to stop selling smartphones...
380 Views
The Conundrum for Samsung - What to Do Foundry?
Samsung Electronics' believes that foundry will be a key point of future diversification and growth but it seems they have run into a problem. ...
483 Views