Buffett's Investment in TSMC - Impact on Samsung Electronics and SK Hynix
This insight will discuss the impact of Buffett's investment in Taiwan Semiconductor (TSMC) - ADR (TSM US) on Samsung Electronics (005930 KS) and...
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Taiwan Tech Weekly: Earnings Insights Emerging for Memory, Mobiles, PCs, and Autos
Last week saw a wave of major tech companies report earnings with significance toward the semiconductor and technology space in Taiwan.
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Nanya Tech: SK Hynix & Samsung Results Supportive for Memory Chip Industry 2023E Outlook
Guidance from both SK Hynix and Samsung indicates a likely improvement in supply/demand dynamics in 2023E for the memory chip space.
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GEM Weekly (28 Oct 2022): China GDP, Retail Sales, South Korea GDP; SK Hynix, Flipkart
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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How Bad Is Today's Chip Collapse?
Do you understand the current chip collapse? It is following a path that it has followed in the past, and those who read this post can invest more...
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