Why Is Vanguard Semi Becoming to a Bad Student, Cyclical or Structural?
Why Is Vanguard Semi Becoming to a Bad Student? Some Cyclical or some Structural reasons for the weaknesses coupled with three reasons suggested...
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Are Semiconductors Finally Recovering?
The chip sector is beginning to recover with rising memory prices and six consecutive months of above-average revenue growth, suggesting the onset...
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Huawei and Kirin 9000S, Memory Markets, Intel, Nordic, and Broadcom TPUs
A news filled week in semiconductors. Let's discuss. First, let’s talk about Huawei. I want to highlight how lackadaisically the export...
537 Views
Suzhou Novosense A/H Listing - Strong Growth but Lacks Margin Stability
Suzhou Novosense Microelectron (688052 CH), an analog chips producer, aims to raise around US$285m in its H-share listing. In this note, we talk...
333 Views
Hong Kong Connect Flows (November): Alibaba, Xiaomi
We estimate inflows into Hong Kong stocks via Southbound connect scheme amount to USD 17.7 bn in November. Inflows were led by Alibaba, Xiaomi,...
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