Samsung Life Insurance: Implications of Classifying Samsung Electronics as a Long-Term Holding
Samsung Life Insurance (032830 KS) is considering on a special measure of classifying its stake in Samsung Electronics (005930 KS) as a long-term...
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Tech Supply Chain Tracker (24-Jan-2025): China wafer industry by 2025.
China's wafer foundry industry set to grow, TSMC prioritizing COUPE tech for silicon photonics, Samsung's GenAI smartphones 2.0 enhance mobile...
339 Views
Silicon Motion: Memory Controllers Emerging as Strategic Pillar for Global HPC and AI Leadership
PCIe 5.0 is set to revolutionize data centers, with SIMO positioned to benefit from its expansion in the market. We also analyze a potential...
624 Views
Tech Supply Chain Tracker (22-Jan-2025): Taiwan startup wins military deal for anti-drone tech.
Taiwan startup wins military contract, Dixon expands phone sales, Samsung delays DRAM development, CG Power receives subsidy in India, Poland faces...
315 Views
United Microelectronics 4Q24 Results: Intel Partnership On Track and Is A Key Model for UMC's Future
UMC's 4Q24 results disappoint with lower gross margin and flat revenue. Plans to reduce capex by 40% hint at shift to less capital-intensive...
578 Views