NAND Flash, DRAM Status & Outlook
The DRAM and NAND flash markets have recently performed well, but there's are hints that the best quarter of this cycle is behind us.
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Global Emerging Markets Weekly: 14 May 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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March Semiconductor Sales Up Yet Again
The SIA reported very positive semiconductor revenues for the first quarter, but leading indicators show that a correction has begun. This Insight...
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Asia Shorts: BYD, Ping An, Toshiba, Rakus, Aeon, Celltrion, LG Display, SK Chem, Novatek, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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Samsung Earnings Disappoint After Strong SK Hynix Call
Samsung's April 29 earnings call was lackluster compared to its competitors' recent announcements. Is the company losing its technology lead? Are...
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