Silicon Motion Memory Readthrough: NAND Flash to Remain In Shortage; Up-Cycle to Persist
Silicon Motion beats expectations and predicts strong growth for NAND flash in 2024E and 2025E plus new enterprise data center products....
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Taiwan Tech Weekly: TSMC Sales Ahead; Display Driver Growth Reversal; AI Names Keep Flying
Taiwan AI names soar, ASE and Mediatek stumble; world's largest display driver maker predicts growth decline; TSMC and Samsung prioritize domestic...
573 Views
KRX Foreign Holding Weekly (Feb 2nd): Samsung Electronics, Kia, Samsung C&T, Hyundai Motor
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, Kia, Samsung C&T, Hyundai...
394 Views
GEMWeekly (2 Feb 2024): China, India, South Korea, Philippines Macro; Baidu, Samsung, Tencent, PayTM
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
446 Views
Screening for GEMs: February 2024
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
458 Views