SG Micro H Share Listing (3661 HK): Valuation Insights
SG Micro, a leading analog IC company in China, has launched an H Share listing to raise US$587 million. In this note, I discuss the H Share...
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Semiconductor Surge: GEM Managers Hit Max Exposure
Global EM managers have increased Semiconductor exposures to their highest levels on record. Taiwanese and South Korean Semiconductor overweights...
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SG Micro H Share Listing: The Investment Case
SG Micro, a leading analog IC company in China, is pre-marketing an H-Share listing to raise US$600-800 million. In this note, I discuss the...
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AI's Biggest Winners Aren't NVDA and TSMC — They're the Suppliers
Suppliers in the AI buildout have outperformed NVDA and TSMC. We scanned our 190 AI/semiconductor coverage universe for key themes emerging from...
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Taiwan Semi/Tech 3Q Sales Takeaway as an Early Indicator for Global Tech Earnings
Summary Starting October 13, 2016, TSMC will be the first company to report 3Q16 results and provide 4Q16 guidance to kick off semi/tech earnings...
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