semiconductor

Semiconductor

Samsung posts record chip losses as memory slump nears nadir

The loss punctuates concerns about a broad tech recession

Semiconductor

TSMC's outlook disappoints as global tech slump persists

TSMC is under pressure to produce its advanced chips abroad

Geopolitics

Lee and Anwar warn of economic costs of US, China rivalry

"Economic imperatives are being overshadowed by national security concerns"

Semiconductor

Micron sales forecast spurs hope that the worst of the slump is over

"Customer inventories are getting better, and we expect gradual improvements to the industry’s supply-demand balance."

Investing ideas

Position ahead of the tech recovery with UMS, Grand Venture Tech and Venture Corp, says DBS

"We can look to position ahead of the anticipated recovery"
Analysts maintain longer term bullish view on UMS but trim target prices for now - THE EDGE SINGAPORE

Broker's Calls

Analysts maintain longer term bullish view on UMS but trim target prices for now

For now, Seet advises investors to maintain “hold”, and in the meantime, enjoy the yield of 5.6%, while waiting for an industry re
EPF and abrdn loads up on AEM shares - THE EDGE SINGAPORE

Insider moves

EPF and abrdn load up on AEM shares

AEM shares closed March 6 at $2.86, up 2.88%.

Semiconductor

ASML's big bet on China is starting to backfire

"We're businesspeople, not politicians. The laws of physics in China are the same as here."

Tech

Buffett's TSMC selloff backs Apple over its supplier

Any investment is a risk, so it could be that Berkshire simply thinks the odds are better with the name it already knows
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