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SK Hynix (000660 KS)
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1.2k
Analysis
Information Technology
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South Korea
SK Hynix Inc. provides products and services for the electronic components industry. The Company manufactures semiconductors, such as dynamic random access memory (DRAM), NAND flash memory, and static random access memory (SRAM) chips.
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bullish
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Taiwan Semiconductor (TSMC)
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26 Jan 2025 13:11
Tech News: Smartphone and PC Stabilize. Semicon Capex Cuts. Cloud Capex Up. TSMC Increasing Prices.
Smartphone and PC small growth in 2024 and 2025, but Silicon content in processors and DRAM will increase. Semiconductor Capex cuts in 2025. Cloud...
Nicolas Baratte
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427 Views
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bullish
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Taiwan Semiconductor (TSMC)
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21 Jan 2025 11:49
TSMC Order Cut Rumors: Keep Calm and Ignore the Rumors.
Rumors of Nvidia, AMD, Broadcom cutting CoWoS orders at TSMC are debunked as TSMC transitions to CoWoS-L, expects a doubling of AI revenues in...
Nicolas Baratte
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346 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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30 Dec 2024 16:19
Taiwan Tech Weekly: Leaked Mediatek Specs Spur Talk Of "Qualcomm Killer"'; TSMC on Track in Arizona
Leaked Mediatek chip specs hint at potential rival to Qualcomm's flagship chips; Foxconn investing in Texas & Thailand; TSMC's Arizona production...
Vincent Fernando, CFA
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649 Views
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bearish
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Kioxia Holdings
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26 Nov 2024 10:14
What Is Kioxia? And Should You Bother? Part 1: Why NAND Is so Hard (And Not Attractive)
Tier-2 NAND memory supplier Kioxia faces challenges with high Capex and R&D costs, low Free Cash Flows, and lagging behind technology leader SK...
Nicolas Baratte
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621 Views
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bearish
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Thematic (Sector/Industry)
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17 Oct 2024 11:39
Semis Just Broke a Record. Why Did Nobody Notice?
August's semiconductor revenues hit a record high of over $53 billion, but concerns about a potential market collapse are overshadowing the...
Jim Handy
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448 Views
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