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...
621 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.
488 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,...
342 Views
Tech Supply Chain Tracker (26-Jun-2024): Taiwan uses AI for medical advancements.
Taiwan advances in AI for medical, Wistron invests in Vietnam, Samsung to lead mobile market, India enforces common charging ports, Dongfeng Nissan...
368 Views
KRX Foreign Holding Weekly (Jun 21st): Samsung Electronics, Kia
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, Kia.
348 Views