A director at Samsung Electronics Co bought 7,728 shares at 77,440.308KRW and the significance rating of the trade was 73/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two y...
Today, we are publishing the Memory section of our 22nd Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 130 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Cloud Infrastructure, Telecom Equipment, Industrials, PCs, Enterprise IT, Ride sharing & Delivery, Foundry, and Semicap Equipment. The recovery is...
With AI cluster deployments, we have showed overall datacenter spending will be very strong in the next 5 years, and drivers of increase in memory intensity are, if anything, getting stronger. In that context, we expect memory COGS, which is the only metric reflecting the actual deployment of memory content, to grow ~20% p.a. in coming years. Our analysis this frontally conflicts with consensus expectations, and we anticipate significant and steady revisions of expectations and record valuatio...
Summary Japan Display Inc - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Japan Display Inc (JDI) provides small and medium-sized display panels. The company manufactures and sells small and medium-size displays and related products in Japan and other markets. Its...
Today, we are publishing the Memory section of our 20th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 130 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Smartphones, Automotive, Cloud Infrastructure, Telecom Equipment, Industrials, PCs, Enterprise IT, Ride sharing & Delivery, Foundry, and Semicap Equipment. Mem...
Summary Konka Group Co Ltd - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Konka Group Co Ltd (Konka) is a developer, manufacturer, and marketer of a consumer electronics and home appliances. The company's product portfolio comprise of television, refrigerator, ai...
At the beginning of every year we publish our PSA Perspective, a report intended as a long shelf-life look at the year ahead. This year Pelham Smithers discusses Japan's economy, the outlook for the stock market, and some stand-out themes and developments for the year. These include the digital yen and the demise of live action entertainment in Japan. We also update our noted PSA Focus List of stocks. Table of Contents Overview 3 Background: 4 Japan’s Economic Outlook 5 Ja...
As we enter earnings season, we wanted to give our readers the latest snapshot of our views on where we stand in the semi-cycle, by segment. We publish the fifth note of the series, on memory. Our latest datapoints & thoughts summarized on a single slide
The development of the DPU is probably as significant for the semiconductor and data centre industries as it is for the companies in the race to bring it to market. We see the DPU being a large market in its own right, but one that also facilitates a furthering of the data storage boom and AI / ML, which itself has a positive feedback loop for the semiconductor industry. Pelham Smithers discusses the key players and identifies who is punching above their weight and who is at risk of falling behi...
We are “NAND believers”. The segment returns are still much lower than in DRAM, but we see that as the consequence of continued fast declines in manufacturing cost, and not eternal. In 5+ years from now, we see NAND as profitable as DRAM, and therefore has a lot of hidden value. In that context, we have written a lot about consolidation opportunities in NAND, and we are thrilled to see things moving forward at WDC. Ahead of tomorrow’s CMD, we publish a comprehensive review of where NAND stands ...
As a follow-up to the work we published last week on upcoming technology migrations at the top 3 semiconductor manufacturers, we pulled together two simple slides to explain how the transition to Gate All Around is likely to affect competitive dynamics.
Over the last two years, global EV sales have accelerated, moving from niche market to mass market. Concerned about rising CO2 levels, national governments are supporting the electrification of private transport, and consumers are increasingly willing to ‘go electric’. Established automakers have drawn up EV and battery strategies, trying to remain key players in this new EV world. In this report, analyst Julie Boote outlines the different paths dedicated EV players and traditional OEMS are tak...
We publish today the latest edition of our Tech Bible. The Bible is a must-read for every tech investor, summarising our key learnings from following >120 companies in the tech universe and provides an updated view on how we see things playing out over the next year across the entire tech value chain (Cloud Infrastructure, Enterprise IT, Telcos, Automotive, Industrials, Ride-Sharing, PCs, Smartphones, Leading Edge Manufacturing, Memory and Semicap).
The general evaluation of SAMSUNG ELECTRONICS (KR), a company active in the Semiconductors industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date November 23, 2021, the closing pric...
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