Jukan
@Jukanlosreve
Korean | Not investment advice
Barclays: "After Mid-August, No Later Than September" U.S. Semiconductor Tariffs Could Have a Larger-Than-Expected Impact Barclays stated in its latest research report that the timing for the imposition of U.S. Section 232 semiconductor tariffs is essentially confirmed. The most…
Fubon's Summary Table of ASICs I hope this material is helpful to all of you.
"VCs and fund managers pointed to Samsung as Apple's main competitor." 2013 was truly Samsung's golden age. It was the year the Galaxy S4, the most commercially successful Android smartphone, was released, and the company secured the number one spot in the global smartphone…
Rereading some articles about in Apple 2013 when the stock was down almost 50% and trading at 9x PE. VC guys and fund managers at the time all saying "smartphone market obviously saturated" and pointing as Samsung competition. "Very bearish on Apple unless they launch cheaper…
Rereading some articles about in Apple 2013 when the stock was down almost 50% and trading at 9x PE. VC guys and fund managers at the time all saying "smartphone market obviously saturated" and pointing as Samsung competition. "Very bearish on Apple unless they launch cheaper…
Nvidia AI chips worth $1bn smuggled to China after Trump export controls- FT ft.com/content/6f806f…
I've thought about this before, but I still believe it'll take a significant amount of time for Intel's stock to rise substantially. For their foundry business to normalize, meaning securing external customers and having those products come to fruition, it's going to take at…
Intel’s CEO Needs a Path to Profits to Win Over Stock Skeptics- BBG Back in April, Intel Corp.’s newly appointed Chief Executive Officer Lip-Bu Tan told investors on his inaugural earnings call that turning around the troubled chipmaker would take time. That was three months ago…
What does this mean? The S26 series will use the 4.74GHz Snapdragon made by TSMC? They’re not using Exynos at all? @UniverseIce
Jeff Pu of GF Securities made a rather bold claim today. 1. Nvidia is still negotiating the price of HBM3e-12Hi with suppliers, trying to secure a double-digit year-over-year price reduction. 2. Samsung remains an unfavorable factor, with its HBM3e-12Hi certification time being…
AVC: Liquid Cooling Momentum Continues to Drive High Revenue Growth, Capacity Expansion Supports Long-Term Growth Goldman Sachs (A. Chang, 2025/07/21) Goldman Sachs states that AVC is benefiting from the increasing penetration of liquid cooling in AI servers and the recovery in…
Delta Electronics: Increasing Market Share in AI Server Power and Liquid Cooling, Clear Upside for Performance and Valuation JPM (G. Hariharan, 2025/07/20) JPM states that Delta Electronics continues to strengthen its leading position in AI server power supplies and liquid…
KLA: Focusing on DRAM Upside Potential, 2026 Could Be a Key Year for Valuation Revisions Morgan Stanley (S. Brett, 2025/07/20) Morgan Stanley notes that while KLA's September quarter guidance was slightly better than market expectations, it wasn't a substantial catalyst. Market…
Europe GenAI: Enabling Industry Opportunities in Europe with the Rise of Agentic AI Morgan Stanley (A. Wood, 2025/07/21) Morgan Stanley believes that as AI evolves into the Agentic phase, Europe will play an AI enabler role in key industries such as capital goods,…
Optical Modules: CPO to Reshape AI Data Center Network Architecture, Supply Chain to See Value Restructuring Opportunities UBS (S. Lin, 2025/07/22) UBS believes that Co-Packaged Optics (CPO) will gradually achieve large-scale commercialization between 2027 and 2030, becoming a…
Pre-Quarterly Report Investor Feedback for Communications and Servers: Networking and AI Servers Still Favored Citi (A. Malik, 2025/07/20) Citi summarized investor feedback from New York exchanges, indicating overall cautious sentiment, particularly more pessimistic towards…