Micron. Back In The Black & No Going Back
Q224 revenues $5.8 billion, +23% QoQ & +58% YoY. Net income turned positive & amounted to $476 million. Q324 revenues of $6.6 billion & gross...
467 Views
Micron Earnings: HBM Driving Price Increases in Other Sectors
​Micron Technology sees positive revenues and profitability due to HBM demand creating a DDR5 DRAM shortage, benefiting Micron, Samsung, and SK hynix.
479 Views
TSMC (2330.TT; TSM.US): Raising Growth Target to 25%+ YoY in 2024F.
​Taiwan Semiconductor (TSMC) aims for 25% revenue growth by 2024, bolstered by CoWoS market dominance and new Fab in Chiayi.
566 Views
TCS US$1.1bn Placement - Relatively Small but Isn’t Well Flagged, Could Have Implications for Others
Tata Sons, holding company of Tata Group, is looking to raise around US$1.1bn via selling a 0.65% stake in Tata Consultancy Svcs (TCS IN).
582 Views
KRX Foreign Holding Weekly (Mar 15th): Hyundai Motor, Naver, Celltrion
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Hyundai Motor, Naver, Celltrion.
471 Views