Memory Monitor: Micron's Shares May Be Falling But Results' Industry Implications Are Positive
Discusses the recovery of traditional data centers, strength in SSD memory for AI applications, upcycle in PCs driven by Windows 12, and potential...
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Tesla Charges Ahead: Energy Storage Leader Drives Record Revenue in Booming Industry
As renewables surge, Tesla leads storage market with rising revenue. CATL's energy system, with zero-degradation, leads innovation with massive...
379 Views
Sanil Electric IPO - Strong Profitability Growth, but Highly Dependent on Its Top Customers
Sanil Electric (062040 KS) is looking to raise up to US$164m in its Korean IPO. In this note, we talk about the company’s historical performance.
484 Views
KRX Short Interest Weekly (Jun 21st): Sk Hynix, Samsung Electronics, Hyundai Motor, Kia, Enchem
We analyzed KRX short interest report for the past week and highlighted short interest changes in Sk Hynix, Samsung Electronics, Hyundai Motor,...
340 Views
Micron Earnings - What to Expect
​Micron will highlight AI strength & HBM in its earnings call, but double-ordering could soon lead to a market collapse. Semiconductor market...
448 Views