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semiconductor
Semiconductor
Samsung posts record chip losses as memory slump nears nadir
The loss punctuates concerns about a broad tech recession
April 27, 2023
Semiconductor
TSMC's outlook disappoints as global tech slump persists
TSMC is under pressure to produce its advanced chips abroad
April 20, 2023
Geopolitics
Lee and Anwar warn of economic costs of US, China rivalry
"Economic imperatives are being overshadowed by national security concerns"
March 30, 2023
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."
March 29, 2023
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"
March 22, 2023
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
March 08, 2023
Insider moves
EPF and abrdn load up on AEM shares
AEM shares closed March 6 at $2.86, up 2.88%.
March 06, 2023
Results
Grand Venture Technology records higher revenue for FY2022 but lower earnings from acquisition expenses
The company remains upbeat on the semiconductor sector
February 20, 2023
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."
February 19, 2023
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
February 16, 2023