Articles by Patrick Liao
Daily Brief TMT/Internet: Samsung Electronics, King Yuan Electronics Co, Ltd., Hawkeye 360, ID Holdings , Texas Instruments, Capgemini, Wellnet Corp, Hanmi Semiconductor, Sabio Holdings, Fatpipe and more
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Daily Brief China: Hang Seng Index, Silergy Corp, Goldlion Holdings, Hengdeli Holdings, Inke Inc, Kweichow Moutai, Ningbo Haitian Precision M-A, Ajisen China Holdings, Trigiant, Asia Cement China and more
In today’s briefing: Hong Kong Single Stock Options Weekly (April 20–24): Friday Rebound and Falling Vols Offer Support Silergy (6415.TT): 2026 Growth Expected to 20% YoY, Returning to Normal Levels.
Daily Brief Equity Bottom-Up: Amagi Media Labs: Taking Media Companies to the Cloud Universe and more
EML Payments is navigating a critical turnaround phase, addressing significant regulatory challenges, particularly in Europe, which have historically hampered growth and profitability. The company’s ‘EML 2.0’ strategy is focused on streamlining operations, concentrating on core, higher-margin products in its General Purpose Reloadable (GPR) and Gifting segments, and divesting non-core assets like the Digital Payments business (Sentenial/Nuapay).
Daily Brief TMT/Internet: Amagi Media Labs, TSMC (Taiwan Semiconductor Manufacturing), United Microelectron Sp Adr, ASML Holding NV, Piotech and more
💡 Before it’s here, it’s on Smartkarma Sign Up for Free The Smartkarma Preview Pass is your entry to the Independent Investment Research Network ✓ Unlimited Research Summaries ✓ Personalised Alerts ✓ Custom Watchlists ✓ Company Data and News ✓ Events & Webinars
Weekly Top Ten Tech Hardware and Semiconductor – Feb 15, 2026
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. UMC (2303.TT; UMC.US)/ Vanguard (547.TT): The Wafer Prices of Second-Tier Foundries Are Rising. Recently, there’s a rumor: Are 8-inch wafers currently negotiating Q2 prices? Is there a chance for a price increase after the Lunar New Year? We’ve heard that TSMC and Samsung are exiting the 8” foundry market.
Daily Brief TMT/Internet: Yangtze Optical Fibre And H, Hon Precision, Fractal Analytics Ltd, Vanguard Intl Semiconductor, Krafton , BILL Holdings , Paypal Holdings, Verizon Communications, Softbank Group, Take Two Interactive Software, Inc and more | Smar
In today’s briefing: Global Index: Potential Changes in February for Asia Pac Taiwan Top 50 ETF Rebalance Preview: 5 Changes a Side Could Increase to 6 Fractal Analytics IPO: Play on Enterprise AI and Analytics, Quality Franchise at Premium Valuation UMC (2303.TT; UMC.US)/ Vanguard (547.TT): The Wafer Prices of Second-Tier Foundries Are Rising.
Daily Brief China: Pop Mart, Semiconductor Manufacturing International Corp (SMIC), GigaDevice Semiconductor , HKEX, COREE, Kintor Pharmaceutical, Wanbang Digital Energy Co.Ltd, Geely Auto, Sundart Holdings and more | Smartkarma
In today’s briefing: Sell Pop Mart (9992 HK) Updates (2026 Jan): Offline Channel Checks and Trend Data SMIC (981.HK): The EUV Issue Remains, Forcing China to Develop Its Own Technology Now?
Weekly Top Ten Tech Hardware and Semiconductor - Jan 11, 2026
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 Major Spread Breakdown; ASE & ChipMOS Opportunities TSMC: +19.1% Premium; Opportunity to Close Shorts, Set Up New Long ASE: -1.6% Discount; Rare Opportunity to Long the Spread at a Discount ChipMOS: -7.8% Discount; Short Term Fluke Creates Long the ADR Opportunity 2.
Daily Brief TMT/Internet: Ibiden Co Ltd, Pony AI, SK Hynix, Montage Technology , TSMC (Taiwan Semiconductor Manufacturing) - ADR, Shanghai Longcheer Technology, Shanghai Iluvatar CoreX Semiconductor, Hang Seng Index and more | Smartkarma
In today’s briefing: Ibiden (4062 JP): Expensive but Global Index Inclusion Coming Up Hang Seng Internet & IT Index (HSIII) Rebalance Preview: 3 Changes as Pony AI Jumps Recent Narrative Shift on Hynix ADR Issuance: Focus on Tomorrow (Or Today)’s Re-Disclosure Montage Technology A/H Listing – PHIP Updates and Thoughts on A/H Premium TSMC (2330.TT; TSM.US): 2026 Growth >20%; N3/N2 Capacity & Yield; Main Clients’ Focus.
Daily Brief Equity Bottom-Up: Aeon (8267): Will the Fever Ever Break? and more
In today’s briefing: Aeon (8267): Will the Fever Ever Break? Taste Gourmet (8371 HK): 6.9x FY26PE, 8.5% Div Yield, 32% Of Mkt Cap In Cash, Improving HK Retail Ebara Corp (6361 JP) | A Mispriced AI Enabler TSMC (2330.TT; TSM.US): 2026 Growth >20%; N3/N2 Capacity & Yield; Main Clients’ Focus.
Weekly Top Ten Tech Hardware and Semiconductor - Dec 7, 2025
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. NVIDIA Invests $2 Billion In Synopsys. But Why? NVIDIA & Synopsys announced a new strategic partnership on Dec 1, mostly covering topics they were already strategically partnering on, with one exception, Cloud-Ready Solutions The partnership sees NVIDIA purchase $2 billion worth of Synopsys stock in a private placement.
Daily Brief Equity Bottom-Up: PC Partner: Delisting in HK on 14 January 2026 and more
In today’s briefing: PC Partner: Delisting in HK on 14 January 2026, Only on SGX Going Forward Mitra Adiperkasa (MAPI IJ) – Recovery in Motion Primer: Telekomunikasi Indonesia (TLKM IJ) – Dec 2025 Primer: Indofood Sukses Makmur Tbk P (INDF IJ) – Dec 2025 Readcloud Ltd – Driving growth through the schools businesses Fair Isaac (FICO): High-Margin Scores Franchise With Structural Pricing Power… Primer: KakaoBank (323410 KS) – Dec 2025 Ad-Tech Primer: Investing in the Future of Digital...
Weekly Top Ten Tech Hardware and Semiconductor - Nov 30, 2025
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. NVIDIA. Burry’s Claims Miss The Forest For The Trees.
Daily Brief Equity Bottom-Up: TSMC (2330.TT; TSM.US): Retired Sr. VP Joins Intel; U.S. Fab Impact; Arizona Earnings Decline. and more
In today’s briefing: TSMC (2330.TT; TSM.US): Retired Sr. VP Joins Intel; U.S. Fab Impact; Arizona Earnings Decline. Short Wharf REIC: Structural De-Rating and Weakened Luxury Consumption Primer: Meitu Inc (1357 HK) – Nov 2025 3SBio Inc (1530 HK): Proposed Mandi Spin Off and Listing Sensible; 3SBio Ex Mandi Formidable Enough Iron Ore At 104 USD/Ton: Where To Now With Simandou Online?
Daily Brief TMT/Internet: Tencent, Xiaomi, TSMC (Taiwan Semiconductor Manufacturing) - ADR, Meitu Inc, Contemporary Amperex Technology (CATL), Technology One and more | Smartkarma
In today’s briefing: HK Connect SOUTHBOUND Flows (Wk To 21 Nov 2025) – BIG Net Buy on Lower Gross Flows. BABA Bought Xiaomi (1810 HK): Top Trades Bet on a Bullish Trend Reversal TSMC (2330.TT; TSM.US): Retired Sr. VP Joins Intel; U.S. Fab Impact; Arizona Earnings Decline.
Weekly Top Ten Tech Hardware and Semiconductor - Nov 16, 2025
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. Taiwan Tech Weekly: Nvidia Asking TSMC for More Capacity; Apple to Disintermediate Telcos? Nvidia Pushes TSMC for More Capacity as AI Chip Demand Surges Apple Expands Its Satellite Ambitions for iPhones Beyond Just Emergencies — A Step Towards Disintermediating Telcos? Nvidia’s International HQ in Taipei Deal Clears Final Hurdle — Boost for Taiwan 2026E-2027E 2.
Weekly Top Ten Tech Hardware and Semiconductor - Nov 2, 2025
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 Near Fresh Spread Short Level; ChipMOS Rare Discount TSMC: +23.4% Premium; Near Levels to Open Fresh ADR Spread Short ASE: +0.3% Premium; Good Level to Long the ADR Spread ChipMOS: -7.5% Discount; Local Shares Rally Makes ADR Deeply Discounted 2.
Daily Brief Equity Bottom-Up: MediaTek (2454.TT): 4Q25 GM Eases on Mix; 2025 Record Revenue; 2026 AI Upswing Begins and more
In today’s briefing: MediaTek (2454.TT): 4Q25 GM Eases on Mix; 2025 Record Revenue; 2026 AI Upswing Begins Unicharm Indonesia: 3rd Quarter Results: Bit Disappointing But The Beat Ideas: Wendt India – The Silent Force Behind India’s Precision Manufacturing Revolution Primer: Establishment Labs Holdings In (ESTA US) – Oct 2025 Primer: 88 Energy Ltd (88E AU) – Oct 2025 International Public Partnerships — Responsible, growing and protected Nextracker’s Saudi Joint Venture Is a Game-Changer—Can It...
Daily Brief TMT/Internet: Mediatek Inc, Global Testing Corp, Golden Matrix Group Inc, Hakuto Co Ltd, Avant Corp, I Net Corp, JNTC , Logizard, iHeartMedia and more | Smartkarma
In today’s briefing: MediaTek (2454.TT): 4Q25 GM Eases on Mix; 2025 Record Revenue; 2026 AI Upswing Begins Primer: Global Testing Corp (GTC SP) – Oct 2025 GMGI: 3Q25 First Look Record Quarterly Revenue Results Hakuto Co Ltd (7433 JP): 1H FY03/26 flash update Avant Corp (3836 JP): Q1 FY06/26 flash update I Net Corp (9600 JP): 1H FY03/26 flash update Primer: JNTC (204270 KS) – Oct 2025 (30 Oct 2025) Logizard(4391 JP) — Fisco Company Research Primer: iHeartMedia (IHRT US) – Oct 2025 MediaTek...
Weekly Top Ten Tech Hardware and Semiconductor - Oct 26, 2025
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. TSMC Q325. Today, The Numbers Are Insane Q3 2025 revenues of $33.1 billion, slightly exceeding the upper end of the guided range, up 10.1% QoQ and up 40.8% YoY.
Daily Brief TMT/Internet: Advanced Micro Devices, Intel Corp, Samsung Electronics Pref Shares, DocuSign , OMG plc, Shift4 Payments, VEON, Hang Seng Index, Munters, Okinawa Cellular Telephone and more | Smartkarma
In today’s briefing: Intel Q325. Solid Quarter But Still No Coherent AI Strategy & 18A Yields Won’t Mature Until 2027 Intel (INTC.US): 3Q25 Results Slightly Beat; Emphasized AI Importance; Seeking New Foundry Clients.
Daily Brief Equity Bottom-Up: Intel Q325. Solid Quarter But Still No Coherent AI Strategy & 18A Yields Won't Mature Until 2027 and more
In today’s briefing: Intel Q325. Solid Quarter But Still No Coherent AI Strategy & 18A Yields Won’t Mature Until 2027 Intel (INTC.US): 3Q25 Results Slightly Beat; Emphasized AI Importance; Seeking New Foundry Clients.
Weekly Top Ten Tech Hardware and Semiconductor - Oct 19, 2025
1. TSMC (2330.TT; TSM.US): U.S. Stocks Plunged on October 10 Under Heavy Selling Pressure. U.S. President Donald Trump announced a 100% tariff on China. Facing the escalation of the U.S.–China tariff war, U.S. stocks plunged on October 10 under heavy selling pressure. Facing the escalation of the U.S.–China tariff war, U.S. stocks plunged on October 10 under heavy selling pressure. 2.
Daily Brief United States: Amphenol Corp Cl A, Broadcom , Bloom Energy Corp, TeraWulf, Crude Oil, Honeywell International, Navitas Semiconductor Corp, Stellantis NV, Intel Corp and more | Smartkarma
In today’s briefing: Amphenol: The Nervous System for Electronics – [Business Breakdowns, EP.231] Broadcom’s Landmark Deal With OpenAI Sends Shares Soaring—What’s Next?
Daily Brief TMT/Internet: Sea Ltd, Amphenol Corp Cl A, Samsung Electronics, Broadcom , Deepexi Technology, TeraWulf, Accenture Plc Cl A, Wise PLC, Navitas Semiconductor Corp, Intel Corp and more | Smartkarma
In today’s briefing: Sea CEO: Gaming Empire, Southeast Asia Strategy and Humble Leadership Amphenol: The Nervous System for Electronics – [Business Breakdowns, EP.231] Block Deal Sale of 1.7 Trillion Won Worth of Samsung Electronics Broadcom’s Landmark Deal With OpenAI Sends Shares Soaring—What’s Next?
Daily Brief TMT/Internet: HKT Ltd, Taiwan Semiconductor (TSMC) - ADR, Fibocom Wireless , SK Inc, Taiwan Semiconductor (TSMC), ASML Holding NV, Applied Blockchain Inc, MFE-MediaForEurope and more | Smartkarma
In today’s briefing: The Li Family’s Latest U.S. Setback As The FCC Targets HKT TSMC (2330.TT; TSM.US): 4Q25 Outlook Slightly Softer; US Fab to Dilute GM; AI Remains Key Driver.
Daily Brief Equity Bottom-Up: What Are the Arguments in Favor and Against an AI Bubble? and more
In today’s briefing: What Are the Arguments in Favor and Against an AI Bubble? BYD (1211 HK): Sep Sales Down 1st Time, Margin to Be Up in 2026 – Stock Overvalued Nvidia (NVDA.US): Problems Encountered in Land Acquisition to Establish Offshore Headquarters. NSE India: Not Just an Exchange, but a Strategic Holding Company.
Daily Brief TMT/Internet: NVIDIA Corp, SK Inc, IonQ , Fibocom Wireless , Navan, Infosys Ltd, BE Semiconductor Industries NV, Santec Corp, Neos Corp and more | Smartkarma
In today’s briefing: What Are the Arguments in Favor and Against an AI Bubble? Nvidia (NVDA.US): Problems Encountered in Land Acquisition to Establish Offshore Headquarters. Treasury Burn Story Hits a Milestone—Lotte Serves up the Ruling Party’s Playbook at the Hearing Ionq Inc (IONQ) – Monday, Jul 14, 2025 Fibocom A/H Listing: Strong Revenue Growth, Some Margin Pressures Navan Inc.
Daily Brief Equity Bottom-Up: TSMC (2330.TT; TSM.US): U.S. Stocks Plunged on October 10 Under Heavy Selling Pressure. and more
In today’s briefing: TSMC (2330.TT; TSM.US): U.S. Stocks Plunged on October 10 Under Heavy Selling Pressure.
Daily Brief TMT/Internet: Contemporary Amperex Technology (CATL), Taiwan Semiconductor (TSMC) - ADR, BYD Electronics, AAC Technologies Holdings, Mi Technovation Berhad, Kokusai Electric , Zengame Technology Holding , Chicago Board Options Exchange Volatil
In today’s briefing: CATL (3750 HK): Cornerstone Lock-Up Expiry, Passive Flows, H/A Premium TSMC (2330.TT; TSM.US): U.S. Stocks Plunged on October 10 Under Heavy Selling Pressure.
Weekly Top Ten Tech Hardware and Semiconductor - Oct 12, 2025
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. OpenAI, AMD Enter Into Strategic Partnership. Guys, This Is Getting Ridiculous! OpenAI agrees to deploy 6 gigawatts of AMD GPUs based on a multi-year, multi-generation agreement.
Daily Brief Equity Bottom-Up: BUY/SELL/HOLD: Hong Kong Market Update (October 5) and more
In today’s briefing: BUY/SELL/HOLD: Hong Kong Market Update (October 5) Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (6 Oct) Hitachi Ltd. (6501 JP): Tie-Up with OpenAI Opens the Flood Gates Intel (INTC.US): AMD to Submit Foundry Orders to Intel? We Think It’s Highly Unlikely.
Daily Brief TMT/Internet: Kingsoft Cloud Holdings, Hitachi Ltd, Intel Corp, 360 Finance, Inc., Tencent, eFishery, Unerry, JST Group and more
In today’s briefing: BUY/SELL/HOLD: Hong Kong Market Update (October 5) Hitachi Ltd. (6501 JP): Tie-Up with OpenAI Opens the Flood Gates Intel (INTC.US): AMD to Submit Foundry Orders to Intel? We Think It’s Highly Unlikely. Qfin Holdings Inc.(QFIN): Regulatory Risk Modest; Valuation Remains Attractive for Potential Upside.
Weekly Top Ten Tech Hardware and Semiconductor - Oct 5, 2025
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 & UMC Spreads Higher After Taiwan Market Holiday TSMC: +28.3 Premium; Historically Extreme Level, Can Short the ADR Premium UMC: +3.3% Premium; Historically Extreme Level, Short the ADR Premium CHT: -0.7% Discount; Near Lower Bound, Consider Going Long the Spread 2.
Weekly Top Ten Tech Hardware and Semiconductor - Sep 28, 2025
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1.
Daily Brief TMT/Internet: Micron Technology, Taiwan Semiconductor (TSMC) - ADR, Info-Tech Systems, Tokyo Tsushin Inc, DreamArts , YMIRLINK Inc, Logizard, ProjectCompany Inc and more | Smartkarma
In today’s briefing: Led by DRAMs, Micron Crushes Q4 and Eyes Scarcity in 2026 TSMC (2330.TT; TSM.US): 4Q25/2025 Outlook Could Outperform; 2nm Is Likely to Largest Adopted in 2026 Primer: Info-Tech Systems (ITSL SP) – Sep 2025 Q2 Follow-Up – Tokyo Communications Group (7359 JP) – September 19, 2025 (25 Sep 2025) Dream Arts <4811> — Fisco Company Research (26 Sep 2025) YMIRLINK Inc(4372 JP) — Fisco Company Research (26 Sep 2025) Logizard(4391 JP) — Fisco Company Research (26 Sep 2025)...
Daily Brief Equity Bottom-Up: Led by DRAMs and more
In today’s briefing: Led by DRAMs, Micron Crushes Q4 and Eyes Scarcity in 2026 Axon Moves To Dominate 911 Tech— Why It’s Paying Nearly $1 Billion For Prepared! Sony Financial Spin-Off: Valuation Discount Meets Capital Discipline TSMC (2330.TT; TSM.US): 4Q25/2025 Outlook Could Outperform; 2nm Is Likely to Largest Adopted in 2026 Primer: Pacific Textiles (1382 HK) – Sep 2025 Primer: Info-Tech Systems (ITSL SP) – Sep 2025 Oil and Gas Giants Shift from Expansion to Discipline Amid Supply Glut and...
Weekly Top Ten Tech Hardware and Semiconductor - Sep 21, 2025
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. Intel CFO @ Citi’s 2025 Global TMT Conference: “We Will Use TSMC Forever” We will be putting products on TSMC you know, forever, really. TSMC is a great partner for us. Obviously everyone understands that their support and technology are great. 18A is actually a good node for us. We want to milk that node We won’t get peak volume on 18A until the 2030 timeframe.
Daily Brief TMT/Internet: Intel Corp, UiPath Inc, Meta, IonQ , Broadcom , Oracle Corp, Adobe Systems, Paypal Holdings, Bango PLC and more
In today’s briefing: NVIDIA Becomes The Latest To Back Intel’s GoFundMe Appeal UiPath’s Agentic Automation Surge – Will 450+ Customers Spark the Next Automation Boom? Meta’s $800 Smart Glasses Are Here—& They’re Watching Everything! IonQ Just Went All In With 2 Quantum Computing Acquisitions—Here’s What Oxford Ionics & Vector Atomic Could Mean! Intel (INTC.US): NVIDIA’s $5B Intel Stake — A Shift in Tech’s Competitive Landscape?
Daily Brief TMT/Internet: LG CNS, Taiwan Semiconductor (TSMC) - ADR, Taiwan Semiconductor (TSMC), Intel Corp, StubHub Holdings, Oracle Corp, Computer Modelling and more | Smartkarma
In today’s briefing: [Quiddity Index Sep25] KOSPI 200 Leaderboard for Dec25 Rebal: 6 ADDs + 6 DELs, 1.5 Pairs to Trade Taiwan Dual-Listings Monitor: TSMC Extreme Level; ASE Spread Hits Parity; ChipMOS Near Long Level Asia/Pacific Stocks Outlook For the Week Sep 15-19 Intel (INTC.US): Who Will Adopt Intel’s 14A Technology?
Weekly Top Ten Tech Hardware and Semiconductor - Sep 14, 2025
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. @Sama Says There’s An AI Bubble. What’s Going On?
In today’s briefing: Indian IT | Urge to the Boards – Stop the Buybacks UMC (2303.TT; UMC.US): 4Q25 Revenue Is Projected to Decline 5–10% QoQ. SentinelOne Eyes Observo AI: A $1 Billion Cybersecurity Power Play In The Making?
Daily Brief TMT/Internet: Tuas Ltd, Tencent, Figma, Taiwan Semiconductor (TSMC) - ADR, TaskUs and more
In today’s briefing: S&P/ASX Index Rebalance (Sep 2025): New Methodology & The Many Changes Volatility Cones: Spotting Opportunities in Tencent, JD.com, Ping An & More Figma (FIG.US): 2Q’FY25 Earnings Review. Strong Quarter, But Margins Will Contract In the Near Term TSMC (2330.TT; TSM.US): TSMC Has Raised Wafer Prices; Rapidus Provides 2nm Milestone.
Weekly Top Ten Tech Hardware and Semiconductor - Sep 7, 2025
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. Samsung’s Intel Gambit: A Signal of TSMC’s Widening Lead Samsung’s potential Intel stake highlights need for packaging know-how, not customers, and provides a hedge if its 2nm yields or production slip. TSMC extends lead with stable N3, on-track N2, AI packaging dominance, and customer migrations, while Samsung’s foundry share declines below 8%.
Daily Brief United States: Intel Corp, Bath & Body Works , Boston Scientific, Cadence Design Sys, Freeport Mcmoran, Gap Inc/The, GMS Inc, Ollie'S Bargain Outlet Holdings, Plexus Corp, Robert Half Intl and more | Smartkarma
In today’s briefing: Intel (INTC.US): Qualcomm CEO Has Publicly Stated that Intel’s Technology Is Still Not Competitive. Bath & Body Works in College Bookstores: Can This Bold Move Capture Gen Z? Boston Scientific in MedSurg: Will Double-Digit Growth Silence Competitors? Cadence Strikes Big: What The €2.7 Billion Hexagon Acquisition Means For The Future Of System Design! Freeport-McMoRan Taps Advanced Leaching Tech—Could This Be Its Secret Weapon?
Daily Brief TMT/Internet: DISCO Corp, Intel Corp, Taiwan Semiconductor (TSMC) - ADR, Newgen Software Technologies, Shibaura Electronics, Ambarella Inc, Texas Instruments, Cadence Design Sys, Plexus Corp, SentinelOne and more | Smartkarma
In today’s briefing: DISCO Corporation (TSE: 6146) – From Abrasive Wheels to AI Packaging Champion Intel (INTC.US): Qualcomm CEO Has Publicly Stated that Intel’s Technology Is Still Not Competitive.
Weekly Top Ten Tech Hardware and Semiconductor - Aug 31, 2025
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 Spike Opportunity; ASE Hard Bounce to Prem from Discount TSMC: +25.6% Premium: Latest Spike is Opportunity to Short the ADR Spread UMC: +2.0% Premium; Near Level to Go Short the ADR Spread ASE: +5.1% Premium; Good Level to Take Profits on Previous Long Since Parity 2.
In today’s briefing: Intel (INTC.US): Intel–U.S. Government Equity Deal: Implications and Industry Perspective Meta Is Ripping Apart Its AI Division—& Betting Big To Catch OpenAI Boeing’s $65 Billion China Lifeline: A Rare Win Amid Mounting Headwinds! Amdocs: Surging Ahead By Transforming Cloud, Data, & Network Monetization! Rate Cut To Spur Copper Performance In The Short-Term to Over 10K USD/Ton Duolingo’s Expansion Beyond Languages With Math Trimble Doubles TC1 Bookings Across Europe—Will...
Weekly Top Ten Tech Hardware and Semiconductor - Aug 24, 2025
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. Intel Snags $2 Billion From SoftBank. What Now? Intel just announced that SoftBank has agreed to buy $2 billion worth of Intel stock, details here. The shares are likely newly issued, meaning dilution of existing shareholders. Markets didn’t care and shares rose >5% in after hours trading.
Daily Brief United States: Intel Corp, CoreWeave, Marriott International, KLA-Tencor Corp, Arista Networks, Amgen Inc, Rex American Resources, Magnera, Aethlon Medical and more | Smartkarma
In today’s briefing: Intel Snags $2 Billion From SoftBank. What Now? Intel (INTC.US): SoftBank Buys $2bn of Intel Stock at $23; U.S. Government Considers Investment. CoreWeave’s Growth Meets Debt-Heavy Risk Marriott International: A New Game-Changing Media Network to Tap Billions in Ad Revenue & Other Key Developments! SPE – Semi Production Equipment: The Big Reset Is Happening. SPE Firms Expectations Is the Problem Arista Networks Leverages Velo Power—Could SD-WAN Dominate Its Next Growth Wave?
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