SMIC (981 HK): Tactical Outlook Ahead of Oct 31 Earnings
SMIC (981 HK) Tactical Idea: Stock is in extreme oversold territory per our model (high reversal probability). Solid Q2 fundamentals support a high...
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Primer: Semiconductor Manufacturing International (SMIC23 TB) - Sep 2026
Strategic Linchpin of Chinese Semiconductor Localization: Semiconductor Manufacturing International Corporation (SMIC) is the indispensable...
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SPE – Semi Production Equipment: The Big Reset Is Happening. SPE Firms Expectations Is the Problem
Slower outlook for semiconductor equipment industry due to China slowdown, TSMC uncertainty, and export licenses. Expect higher Capex in 2026 and...
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Huawei New AI Processor Ascend 910C and the Long History Behind It (Part 1)
Huawei's advancement in AI semiconductor technology was hindered by losing access to TSMC, impacting the progress of their AI processor Ascend...
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What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference?
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference? TSMC revises down 2024 global semi y/y sales from over 10% to...
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