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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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...
611 Views
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...
713 Views
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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BUY/SELL/HOLD: Hong Kong Market Update (February 10)
Hong Kong market continues in an upward trend after breaking resistance at 27100 last month. The next resistance level is 28000. Southbound flows...
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