Primer: Win Semiconductors (3105 TT) - May 2026
Win Semiconductors is the world's largest pure-play compound semiconductor foundry, specializing in gallium arsenide (GaAs) and gallium nitride...
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First Run of Global Semis' Guidances to Tell Early Signs of Recovery
After the first Run of global semis' guidance, it tells early signs of recovery in PC and smartphone but weaknesses in automotive and industrial,...
1.9k Views
GEM Weekly (7 Jul 2023): China PMI, South Korea CPI: Ant, Alibaba, TSMC, HuaBao International
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
521 Views
Semiconductor Surge:Â GEM Managers Hit Max Exposure
Global EM managers have increased Semiconductor exposures to their highest levels on record. Taiwanese and South Korean Semiconductor overweights...
650 Views
Global-Ex-U.S. Equity Strategy: Add Exposure To Technology, Communications
We view weakness in global equity markets over the past week as correcting a significant amount of the excess optimism. We recommend taking...
713 Views