SK Square: Share Cancellation and More Share Buyback Likely from Sale of SK Shieldus in 2H 2023
After the market close on 22 June, SK Square announced that it will cancel treasury shares worth 2.5 million shares on 4 October 2023, which...
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Encouraging Signs in Recent Semi Stats
The chip market is giving signs of a recovery which will see rising revenues but should remain unprofitable for commodity players until mid-2024. ...
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Taiwan Tech Weekly: Nvidia Highlights Intel & Mediatek; AI Server DRAM Demand; Delta Price Surges
More Nvidia Takeaways from two conferences the company spoke at -- The company highlighted support for Intel's new Foundry business, Mediatek, and...
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SK Hynix - Tear Sheet - Lucror Analytics
We view SK Hynix as “Low Risk” on the LARA scale. We view positively the company’s large scale and solid positioning, with SK Hynix being the No....
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Where Are We in the Semiconductor Cycle?
Will the semiconductor market turn around? Revenues are likely to regain modest growth in the fourth quarter, but profits shouldn't return until...
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