Primer: Shennan Circuits (002916 CH) - Sep 2025
Shennan Circuits is a leading Chinese provider of electronic interconnect solutions, specializing in high-end printed circuit boards (PCBs),...
50 Views
A R&D Director Dr. Young Was at TSMC, SMIC, and Intel Foundry Shared Views on 3-1nm Competitions
A R&D Director Dr. Young Was at TSMC, SMIC, and Intel Foundry Shared Views on 3-1nm Competitions. Intel might ramp up its 20A/18A ahead of TSMC 2nm...
627 Views
Buys Focused in China, Taiwan, and Korea; Bullish Outlook Intact
Buys Focused in China, Taiwan, and Korea; Bullish Outlook Intact. Actionable Themes: Communications, Manufacturing (Robotics and Batteries),...
505 Views
Europe Next to Break Out?; Bullish Outlook Intact; Remain Overweight Korea, Greece, and the U.S.
Europe Next to Break Out?; China and Japan Remain Attractive and a big focus since our July 3rd report titled "China and Japan Breaking Out;"...
490 Views
Continue Adding Exposure to China; Short-Term Supports to for This ACWI-US Pullback
Continue Adding Exposure to China; $ACWI Short-Term Supports for this pullback: $128, $125-$126, and $123-$123.50. Pullbacks = buy opportunities,...
406 Views