Hitting the Breaks: Automotive Semiconductors
Its a quarter too soon to go dumpster diving in the automotive semiconductor industry. Another round of cuts is likely coming. Consider this my...
483 Views
Early Sign of AI GPU Market Inflection Point?
Early Sign of AI GPU Market Inflection Point? We see this lead time cut news short term positive but long term negative to AI GPU supply chain...
1.3k Views
What to Avoid if AI Server Will Continue to Squeeze General Server Market in 2024-2025?
Names to Avoid if AI Server Will Continue to Squeeze General Server Market in 2024-2025? Different from consensus, we expect non AI server market...
1.7k Views
Taiwan: Underowned, Yet Gaining on Peers
Taiwan hits record levels of exposure among actively managed Global equity funds, yet it still lags behind its counterparts in the USA and Europe.
589 Views
With No Surprise, Diodes Guides Automotive/Industrial Semi Demand to Fall over 20% Q/Q
With No Surprise, Diodes Guides Automotive/Industrial Semi Demand to Fall over 20% Q/Q, margin contraction, and rising months of inventory. We see...
759 Views