Global Sustainability (Shariah) Portfolio (14-Sep-2026)
The strategy seeks to invest in Shariah compliant companies with superior sustainability features / initiatives. These Shariah compliant companies...
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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
More Signs of Fab Utilization Recovery Starting Mid-2024 Post Current MOI Correction
More Signs of Fab Utilization Recovery Starting Mid-2024 Post Current MOI Correction. During the period, global semi equipment and manufacturing...
1.4k Views
Semiconductor Sales Reaccelerating, AI Accelerators Accelerating:Â AMD, AVGO, NVDA, SK Hynix, TSMC
​Semiconductor sales are re-accelerating due to AI Accelerators and related HBM memory. AMD and SK Hynix stocks are out of favor and worth...
604 Views
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference?
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference? TSMC revises down 2024 global semi y/y sales from over 10% to...
2.1k Views