The DeepSeek news is the “perfect time” for some bulls to take profit on names like Hong Kong-listed Semiconductor ...
Samsung retained its leading position in the global semiconductor market in terms of revenue in 3Q24, but its market share fell from 13% in 2Q24 to 12.4% during the ...
SMIC and other state-supported Chinese foundries also lurk as potential threats. TSMC has maintained a net cash position for the last 10 year-ends. This, together with its low cost of debt ...
The story of the battle for semiconductors was the battle between Liang Mong Song of SMIC /Samsung vs Morris Chang of TSMC and the future of AI.
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