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Broker's Calls
Maybank and UOB Kay Hian downgrade AEM following inventory shortfall episode; CGS-CIMB, Citi stay positive
Tng of CGS-CIMB believes AEM will still pay a token dividend of one cent even though it is likely to report a loss for FY2023
January 17, 2024
Company in the news
AEM shares drop following inventory shortfall
DBS: We reiterate our long-term positive view on AEM for its technological superiority in system level test
January 15, 2024
Artificial Intelligence
Nvidia's red-hot 2024 start a bright spot as S&P 500 eyes record
'From my standpoint, Nvidia is best of breed'
January 14, 2024
Geopolitics
Taiwan elects Lai Ching-te of DPP as new president
Lai's victory will likely anger President Xi Jinping’s government in Beijing
January 13, 2024
Financially Savvy
Comparing GPU vs CPU in the semiconductor sector
Investors who are in tune with rapid technological advancements can gain significant benefits by understanding the market cycles
January 10, 2024
Semiconductor
Samsung profit tumbles 35% as chip weakness persists
Samsung in October predicted the long-depressed US$160 billion memory market will bounce back gradually in 2024
January 09, 2024
Semiconductor
US pushed ASML to block Chinese sales before deadline
ASML Holding NV cancelled shipments of some of its machines to China at the request of US President Joe Biden’s administration.
January 02, 2024
Semiconductor
Micron gives strong forecast after data centre demand grows
The company has already sold out of all of the high-bandwidth memory that it can make in 2024
December 21, 2023
Semiconductor
US awards US$35 million to defense firm BAE in first chips grant
More than 550 firms have expressed interest in the US program, with nearly 150 having submitted pre-applications
December 11, 2023
Semiconductor
Broadcom CEO expects AI windfall even as sales growth slows
Tan says his company’s relationship with Apple, referred to as his “North American customer,” will continue to be strong
December 08, 2023