Sign in with Google. Opens in new tab
bullish
Huawei and Kirin 9000S, Memory Markets, Intel, Nordic, and Broadcom TPUs
492 Views25 Sep 2023 00:16
A news filled week in semiconductors. Let's discuss. First, let’s talk about Huawei. I want to highlight how lackadaisically the export restrictions have even been applied.
SUMMARY
(Sign Up to Access)Full Insight
(Paid Plans Only, 11-minute read)
Related Insights
More »Loading
Trending Collections
More »Trending Insights
More »- Santos Ltd (STO AU): FIRB Approval For XRG's Tilt Will Be No Pushover
- StubWorld: Melco (200 HK) Needs To Fall
- BYD (1211 HK): Authorities Halting Severe Competition Throughout Industry and Industry Chain
- Vishal Mega Mart (VMM IN) Placement: PE Selling Will Lead to Large Passive Buying
- Ohayo Japan | Unconditional Surrender
Top Unpaywalled Insights
More »- Valuations, Visas & Venture Pullback: An Equity + M&A Overview of the Education Sector in Q1 2025
- Overview #27 – The Big Beautiful Tragi-Comedy Continues
- HK Connect SOUTHBOUND Flows (To 13 June 2025); Volumes Up, TECH Down, HEALTHCARE Bought Big
- [IO Technicals 2025/24] Downward Momentum Lingers
- China A-Share Consumer Staples: An Analysis of the Opportunities Ahead
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- Loading...
x