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Douglas O’Laughlin

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Articles by Douglas O’Laughlin

Weekly Top Ten Tech Hardware and Semiconductor - Jan 12, 2025

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By Smartkarma Content, William Keating, Patrick Liao, Douglas O’Laughlin
| Smartkarma
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. NVIDIA @ CES 2025. Forget The AIPC, We’ve Got A Supercomputer PC! Project Digits is a supercomputer on everybody’s desk for $3000. Seems crazy but feels like 1977 Ken Olson moment “no reason anyone would want a computer in their home” Lack of data center revenue growth predictions likely spooked investors and triggered a ~10% pullback.
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Daily Brief Thematic (Sector/Industry): AI Related Plays Out of the Gates Strong for 2025 and more

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By Andrew Jackson, Mark Chadwick, Douglas O’Laughlin, Sudarshan Bhandari
| Smartkarma
In today’s briefing: AI Related Plays Out of the Gates Strong for 2025 Singapore Market Roundup (06-Jan-2025): DBS predicts 2025 STI at 3,950 points.
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Weekly Top Ten Tech Hardware and Semiconductor - Dec 8, 2024

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By Smartkarma Content, Jim Handy, William Keating, Douglas O’Laughlin
| Smartkarma
1. Understanding Kioxia, A Worthwhile IPO? Kioxia is planning to offer its IPO on 18 December 2024. This Insight profiles Kioxia and its market. NAND flash, Kioxia’s product, is a commodity, and that results in dramatic price, revenue, and margin swings. Kioxia is in a joint venture that provides excellent scale economies which are offset by a supply agreement that amplifies troubles caused by oversupplies 2. Intel CEO Shock Resignation. What’s Going On?
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Daily Brief Equity Bottom-Up: Intel: A Graphic Novel Of A Train Wreck and more

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By Nicolas Baratte, Ming Lu, Douglas O’Laughlin, Angus Mackintosh
| Smartkarma
In today’s briefing: Intel: A Graphic Novel Of A Train Wreck BYD (1211 HK): Quick Note – Preparing for Price War in 2025 The Death of Intel: When Boards Fail Mr DIY Indonesia IPO – Prefer Aspirasi Hidup Indonesia (ACES IJ) Malaysian Banks Screen; RHB Bank Upgraded to a Buy, Alongside Existing Buy on CIMB Tech Supply Chain Tracker (07-Dec-2024): Apple Intelligence targets China despite Baidu challenges Tesla Shortens Supplier Payment Terms to 90 Days Through Cost-Saving Innovations What’s...
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Weekly Top Ten Tech Hardware and Semiconductor - Nov 24, 2024

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By Smartkarma Content, William Keating, Vincent Fernando, Douglas O’Laughlin
| Smartkarma
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. SUMCO Despairs On Legacy Rebound, EVs, China, Visibility Etc… The pace of recovery in 200 millimeters appears to have been very weak. Customers continue to respect LTA prices but we have to push out delivery timing which impacts volumes. China appears to have developed their own capability to fabricate wafers.
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Daily Brief Equity Bottom-Up: Edwards Lifesciences Corporation: Will The Expansion and Growth of Transcatheter Aortic Valve Replacement (TAVR) Catalyze Its Revenue Growth? - Major Drivers and more | Smartkarma

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By Baptista Research, Douglas O’Laughlin, Eric Wen, Douglas Kim
| Smartkarma
In today’s briefing: Edwards Lifesciences Corporation: Will The Expansion and Growth of Transcatheter Aortic Valve Replacement (TAVR) Catalyze Its Revenue Growth? – Major Drivers NVIDIA: Waiting on Blackwell, and the Networking Question TUYA: Is The King of White Label IOT Ready to Charter a Different Course? SK Square: A Solid Corporate Value Up Plan Likely to Lead to Continued Outperformance Arthur J.
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Weekly Top Ten Tech Hardware and Semiconductor - Nov 17, 2024

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By Smartkarma Content, Jim Handy, Douglas O’Laughlin, Patrick Liao
| Smartkarma
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1.
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Daily Brief Thematic (Sector/Industry): Ohayo Japan | A Busy Week of Earnings and more

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By Mark Chadwick, William Keating, Andrew Jackson, Douglas O’Laughlin
| Smartkarma
In today’s briefing: Ohayo Japan | A Busy Week of Earnings Gate All Around Transistors.
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Daily Brief Thematic (Sector/Industry): Nuclear Zeitgeist Part 1: A Reactor Primer and more

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By Douglas O’Laughlin, Andrew Jackson, Mark Chadwick, Ying Pan
| Smartkarma
In today’s briefing: Nuclear Zeitgeist Part 1: A Reactor Primer Japan Morning Connection: HK Futures off the Lows Should Point to Upside for China Related Names Ohayo Japan | Stocks Rally as Oil Declines [Blue Lotus Daily-TMT Update]:TCOMUS/PDDUS/BABA/JD/002352CH/700HK/NTES/BILI/002624CH/3888HK/3690HK [Blue Lotus Daily]:300750 CH/1211 HK/1519 HK/ZTO US/1810 HK/600690 CH/000333 CH/000651 CH SA Listed Property Review – September 2024 Nuclear Zeitgeist Part 1: A Reactor Primer Last month, the...
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Weekly Top Ten Tech Hardware and Semiconductor - Oct 6, 2024

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By Smartkarma Content, Vincent Fernando, Scott Foster, Douglas O’Laughlin
| Smartkarma
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. Taiwan Dual-Listings Monitor: TSMC Premium Back Below 15%; ASE Short Interest Surging TSMC: +14.2% Premium; Can Consider Going Long at Current Level UMC: +1.8% Premium; The ADR Headroom Has Decreased Yet Again ASE: +5.4% Premium; Short Interest Surging for The Local Shares 2.
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Daily Brief ECM: China Resources Beverage Pre-IPO - PHIP Updates - Revenue Slowing and more

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By Sumeet Singh, Shifara Samsudeen, Douglas O’Laughlin, Xinyao Wang
| Smartkarma
In today’s briefing: China Resources Beverage Pre-IPO – PHIP Updates – Revenue Slowing, Margins Growing Intermestic IPO: Forecasts and Valuation The Cerebras IPO Stucture Sucks China Resources Beverage Pre-IPO – Updated Thoughts on Valuation Pre-IPO China Resources Beverage (PHIP Updates) – Some Points Worth the Attention China Resources Beverage Pre-IPO – PHIP Updates – Revenue Slowing, Margins Growing China Resources Beverage (CRB HK) is looking to raise up to US$1bn in its upcoming Hong...
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Weekly Top Ten Tech Hardware and Semiconductor - Sep 29, 2024

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By Smartkarma Content, Vincent Fernando, William Keating, Douglas O’Laughlin
| Smartkarma
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. United Microelectronics: Intel Foundry Should Take a Stake; Latest News Makes This More Likely Given UMC’s partnership with Intel to produce chips using Intel’s 12nm fab capacity, we believe latest Intel developments increase the opportunity for Intel Foundry to take a stake in UMC.
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Daily Brief Equity Bottom-Up: Micron. Zoom and more

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By William Keating, Douglas O’Laughlin, Sudarshan Bhandari, Suhas Reddy
| Smartkarma
In today’s briefing: Micron.
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Weekly Top Ten Tech Hardware and Semiconductor - Sep 22, 2024

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By Smartkarma Content, Vincent Fernando, Douglas O’Laughlin, William Keating
| Smartkarma
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. Taiwan Dual-Listings Monitor: TSMC Returning to Higher Trading Range? ASE’s Two Upcoming Events TSMC: +16.6% Premium; Returning to the 15 – 20% Trading Range? UMC: +0.5% Premium; Near the Middle of the Historical Trading Range ASE: +5.2% Premium; Participating in Two Investor Conferences in Next Two Weeks 2.
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Daily Brief Equity Bottom-Up: How a 7-Eleven takeover could reshape corporate Japan and more

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By Baptista Research, Douglas O’Laughlin, Caixin Global, Pyari Menon
| Smartkarma
In today’s briefing: How a 7-Eleven takeover could reshape corporate Japan Intuitive Machines (LUNR): Poised for Lunar Leadership with Major NASA Contract! Lattice Semiconductor China’s Two Largest Shipbuilders Set Stock Swap Terms For $38 Billion Merger CATL CEO & Founder Robin Zeng: The Journey to Market Dominance Celebrus Leads the Way in Privacy & Real-Time Customer Engagement QD Laser (6613 JP): Coverage Initiation Goldwin (8111) | Scaling New Peaks Boeing’s Uncertain Future: Navigating...
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Daily Brief Thematic (Sector/Industry): Ohayo Japan | Markets Await and more

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By Mark Chadwick, Douglas O’Laughlin, Andrew Jackson
| Smartkarma
In today’s briefing: Ohayo Japan | Markets Await ChatGPT o1 (Strawberry) and Memory Japan Morning Connection: Kose Aims for Global Growth Ohayo Japan | Markets Await The S&P 500 closed slightly higher on Tuesday, gaining 0.03% to finish at 5,635 after hitting a record intraday high of 5,670 Investors are focused on the Federal Reserve’s anticipated rate cut decision on Wednesday, with a 63% chance of a 50 basis point reduction Japan’s average land prices rose 1.4% in July 2023, marking the...
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Weekly Top Ten Tech Hardware and Semiconductor - Aug 18, 2024

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By Smartkarma Content, Vincent Fernando, Scott Foster, Douglas O’Laughlin
| Smartkarma
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. Taiwan Dual-Listings Monitor: TSMC Strong Spread Rebound Into Short Zone; ASE Remains Broken Down TSMC: +16.1% Premium; Strong Spread Rebound, Potential Opportunity to Short the Spread UMC: +1.6% Premium; Consider Shorting the Spread at This Level ASE: +3.8% Premium; Uncertainty Remains on the Sustainability of the Recent Breakdown 2.
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Weekly Top Ten Tech Hardware and Semiconductor - Aug 4, 2024

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By Smartkarma Content, Vincent Fernando, William Keating, Douglas O’Laughlin
| Smartkarma
1. Taiwan Tech Weekly: Hit Hard By AI/Tech Pullback; Watch UMC, Mediatek, Realtek, AMD, MSFT Earnings Top Gainers/Loser: Taiwan Tech Stocks Hit Hard Last Week By Global AI/Tech Pullback Key Events This Week: Major Earnings Week Including UMC, Mediatek, Realtek, AMD, Microsoft TechChain Insights: Call with Silicon Motion; QLC NAND Emerging as Key Enabler for AI Devices 2. AMD.
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