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Pelham Smithers
  • Pelham Smithers

PSA Technology / Semiconductors: Amid the Gloom, NAND Prices are Risin...

Tag: Kioxia (285A JT), Samsung Electronics (005930 KS), SK Hynix (000660 KS), Apple (AAPL US) With global markets plummeting, Pelham Smithers flags some good news. NAND prices are rising so should be a positive for Kioxia.

 PRESS RELEASE

ASUS to Unveil First-Ever Zenbook Ceraluminum Signature Edition at Mil...

ASUS to Unveil First-Ever Zenbook Ceraluminum Signature Edition at Milan Design Week 2025 ASUS plans to unveil four nature-inspired Signature Edition Zenbook S models at Milan Design Week 2025, featuring Ceraluminum™, craftsmanship, and AI-driven innovation TORONTO, March 20, 2025 (GLOBE NEWSWIRE) -- today announced plans to unveil four Signature Edition globally at the “Design You Can Feel” exhibition during Milan Design Week 2025. This exclusive release transforms the Zenbook S into a narrative of nature’s splendor through four Ceraluminum™-crafted, nature-inspired finishes, e...

 PRESS RELEASE

ASUS Announces New “Design You Can Feel” Exhibition for Milan Design W...

ASUS Announces New “Design You Can Feel” Exhibition for Milan Design Week The exhibition will explore materiality, craftsmanship, and AI, the driving forces behind the ASUS design philosophy and latest innovations, including the latest Zenbook lineup TORONTO, March 06, 2025 (GLOBE NEWSWIRE) -- today announced that, following last year’s success at the , it is bringing an all-new exhibition to 2025. Taking place in a historic 1920s gallery in the heart of Milan, the exhibition will build on the success of last year's during the London Design Festival (LDF). Also titled Design ...

 PRESS RELEASE

ASUS Expands 2025 Zenbook Lineup in Canada with the New Zenbook DUO an...

ASUS Expands 2025 Zenbook Lineup in Canada with the New Zenbook DUO and Zenbook 14 Bringing next-gen AI performance and innovative dual-screen versatility to Canadian users TORONTO, Feb. 27, 2025 (GLOBE NEWSWIRE) -- today announced that the new and , are now available in Canada. These new additions join the recently launched , the lightest 14-inch Copilot+ PC on the market, further expanding ASUS’s lineup of AI-powered Zenbook laptops. The is now available at the , , , and , with Costco joining later this year. The is available at the , and , ...

 PRESS RELEASE

Republic of Gamers Announces Next-Gen RTX 50 Series Laptop Lineup – No...

Republic of Gamers Announces Next-Gen RTX 50 Series Laptop Lineup – Now Available for Pre-Order in Canada ROG continues to set the standard of gaming with its powerful laptop lineup equipped with NVIDIA RTX 50 Series of GPU's TORONTO, Feb. 25, 2025 (GLOBE NEWSWIRE) -- ASUS  (ROG) announced the arrival of its 2025 NVIDIA® RTX™ Laptop GPU line-up of equipped devices – now available for pre-order. ROG’s cutting-edge line-up involves the latest from NVIDIA, with innovative graphics technologies like DLSS 4 and Frame Generation to enjoy ray tracing without sacrificing performance. Our line...

 PRESS RELEASE

ASUS Republic of Gamers Announces 2025 ROG Flow Z13 is now available i...

ASUS Republic of Gamers Announces 2025 ROG Flow Z13 is now available in Canada Premium gaming tablet combines powerful performance with brilliant ROG Nebula display in a 13" ultra-compact size TORONTO, Feb. 18, 2025 (GLOBE NEWSWIRE) -- ASUS  (ROG) announced that the 2025  is now available for pre-order on the and with deliveries starting as early as February 25th, 2025. This versatile gaming 2-in-1 feature AMD’s newest AMD Ryzen™ AI Max+ 395 Processor with Radeon™ 8060S Graphics and a unified memory structure, allowing for incredible performance and power efficiency. A new stainless...

Samsung Electronics: 2 directors

Two Directors at Samsung Electronics bought 919 shares at between 51,000.000KRW and 53,700.000KRW. The significance rating of the trade was 54/100. 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 director...

 PRESS RELEASE

ASUS Named One of Fortune’s World’s Most Admired Companies for the 10t...

ASUS Named One of Fortune’s World’s Most Admired Companies for the 10th Time in 2025 This recognition highlights ASUS's global leadership in innovation, social responsibility, and product excellence TORONTO, Jan. 30, 2025 (GLOBE NEWSWIRE) -- today announced it has been listed among Fortune’s World’s Most Admired Companies for 2025, marking the 10th time the company has earned this prestigious accolade. was recognized for its use of corporate assets, social responsibility, and long-term investment — core values that drive the company’s global competitiveness and have established it a...

 PRESS RELEASE

ASUS Announces the Ultra-Light Zenbook A14, Now Available for Pre-Orde...

ASUS Announces the Ultra-Light Zenbook A14, Now Available for Pre-Order in Canada Combining a minimalist aesthetic, advanced performance, and multi-day battery life – all in one premium ultraportable package KEY POINTS Unload: Sub-1kg minimalist tone-on-tone all-Ceraluminum™ chassis for the ultimate on-the-go experienceUnplugged: Energy-efficient Snapdragon® X AI-enabled processor can deliver multi-working-day battery lifeUnlimited: Optimum Copilot+ performance, user-centric design and seamless cross-device experiences TORONTO, Jan. 30, 2025 (GLOBE NEWSWIRE) -- today announce...

 PRESS RELEASE

ASUS Showcases Comprehensive AI-Driven, Secure and Sustainable PC Line...

ASUS Showcases Comprehensive AI-Driven, Secure and Sustainable PC Lineup for Enterprise, SMB and Education at CES 2025 Expert B series for enterprise performance, Expert P series for SMB collaboration and Chromebook for durable and versatile education solutions KEY POINTS Optimized business performance: ExpertBook B5 and ExpertCenter B900 drive AI productivity with powerful, customizable Intel® Core™ Ultra options for enterprisesFlexible performance and collaboration: ExpertBook P3 with AI-powered ExpertMeet supports seamless collaboration for growing SMBs and prosumersVersatile and dura...

 PRESS RELEASE

ASUS Significantly Expands its Lineup of Copilot+ PCs at CES 2025

ASUS Significantly Expands its Lineup of Copilot+ PCs at CES 2025 Opening up the era-defining power of AI laptops to everyone KEY POINTS AI power, unleashed: All-new Copilot+ PCs include Zenbook A14, Vivobook S14/S16 and Vivobook 14/16 powered by Snapdragon X-series processorsAI for everyone: Multiple ASUS series join Copilot+ PC lineup, including everyday Vivobook series, making AI affordable for more users than ever beforeLatest CPUs: Powered by latest AMD Ryzen™ AI 300 Series, Intel® Core™ Ultra (Series 2) and Snapdragon® X processors, bringing AI power to more ASUS PCs LAS VEGAS, ...

 PRESS RELEASE

ASUS ROG Unveils Latest Innovations Forged to Unlock Limitless Gaming ...

ASUS ROG Unveils Latest Innovations Forged to Unlock Limitless Gaming Potential at CES 2025 ROG redefines gaming with its powerful lineup of NVIDIA GeForce RTX 50 Series gaming laptops, desktops, and external GPUs KEY POINTS Performance Meets Versatility: Zephyrus series, Flow Z13, XG Mobile feature latest Intel or AMD processors, with NVIDIA GeForce RTX 50 Series Laptop GPUsFull Power, Bright Design: The new Strix Scar and Strix G laptop series combine NVIDIA GeForce RTX 50 Series Laptop GPUs, Intel® Core™ Ultra 9 processor 275HX processor, and 360° RGB for unbeatable performance an...

Pelham Smithers
  • Pelham Smithers

PSA Technology: Semiconductor Industry 2025 Outlook

Following the recent results season where several leading semiconductor and SPE companies globally produced either disappointing results or guidance, we look at where the semiconductor industry is at present, where it looks to be headed in 2025 and identify opportunities in the Japanese IC / SPE space.

LOGN LOGITECH INTERNATIONAL S.A.
005930 SAMSUNG ELECTRONICS CO. LTD.
TSFA TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD. SPONSORED ADR
WDC WESTERN DIGITAL CORPORATION
TER TERADYNE INC.
ORCL ORACLE CORPORATION
ON ON SEMICONDUCTOR CORPORATION
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
COHR COHERENT INC.
AMAT APPLIED MATERIALS INC.
NFLX NETFLIX INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
7751 CANON INC.
9697 CAPCOM CO. LTD.
6383 DAIFUKU CO. LTD.
7735 SCREEN HOLDINGS CO. LTD
5803 FUJIKURA LTD
6861 KEYENCE CORPORATION
6501 HITACHI LTD.
000660 SK HYNIX INC
6920 LASERTEC CORP.
6728 ULVAC INC.
6723 RENESAS ELECTRONICS CORPORATION
6902 DENSO CORPORATION
6701 NEC CORP.
7731 NIKON CORP.
7201 NISSAN MOTOR CO. LTD.
7105 MITSUBISHI NICHIYU FORKLIFT
6963 ROHM CO. LTD.
9984 SOFTBANK GROUP CORP.
6758 SONY CORPORATION
6857 ADVANTEST CORP.
8035 TOKYO ELECTRON LTD.
7203 TOYOTA MOTOR CORP.
AIR AIR PARTNER PLC
5930 SAMSUNG ELECTRONICS CO LTD
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
STM STMICROELECTRONICS NV
00981 SEMICONDUCTOR MANUFACTURING INTERNATIONAL CORP.
AVGO BROADCOM INC.
3993 PKSHA TECHNOLOGY INC.
6600 JT KIOXIA HOLDINGS (6600 JT)
ASO ACADEMY SPORTS AND OUTDOORS
CRSR CORSAIR GAMING
WOLF WOLFSPEED INC
TSE: 2980 SRE HOLDINGS CORP
688728 GALAXYCORE INC
688234 SICC CO LTD
6526 SOCIONEXT INC
6526 JT SOCIONEXT (6526 JT)
ARM ARM HOLDINGS PLC
ACCL DOLOMITE HOLDINGS LTD
 PRESS RELEASE

Get a Free ROG Ally With Your ASUS Laptops or Desktops Over CA$1,499 T...

Get a Free ROG Ally With Your ASUS Laptops or Desktops Over CA$1,499 This Holiday Season in Canada! Receive the ultimate handheld gaming device for free, valued at CA$899, with the purchase of ASUS or ROG laptops or desktops over CA$1,499 in selected retailers until December 19, 2024 KEY POINTS Exclusive Offer, Limited Time: Receive a free ROG Ally gaming handheld, valued at $899 with eligible purchases over $1,499, from December 6 to 19, 2024Available Across Canada: Participating retailers include the ASUS Store, Best Buy, Canada Computers, Costco, Memory Express, and selected retail...

 PRESS RELEASE

Unmissable Black Friday Deals on the ASUS Store in Canada

Unmissable Black Friday Deals on the ASUS Store in Canada Unbeatable savings: Save up to $1,000 on the best Black Friday deals, with laptops ranging from gaming handhelds, consumer, gaming laptops, Chromebooks and more! KEY POINTS Unmatched Deals on Cutting-Edge Tech: Save up to $1,000 this Black Friday and bring home the latest ASUS innovations at unbeatable prices.Something for Everyone: Whether you’re a gamer, a professional, or in need of a reliable Chromebook, we have the perfect deal tailored to you.Exclusive Promo Code: Use “ASUSBF” to save an extra $100 on non-discounted laptop...

Sid Rajeev
  • Sid Rajeev

Q3 Disappoints, But Consumer Demand Shifts to Affordable Competitors

This report provides an in-depth analysis of Zepp Health Corporation's (NYSE: ZEPP) Q3-2024 performance, highlighting a 4% QoQ revenue increase but a 49% YoY decline due to lower unit sales and product discontinuations. The report examines the launch of the T-Rex 3 smartwatch, supply chain constraints, and Zepp's competitive positioning in the global smartwatch market. It also discusses management's optimistic Q4 guidance, industry trends, and the valuation discrepancy between Zepp's market cap ...

Pelham Smithers
  • Pelham Smithers

PSA Technology / Semiconductors: Ishiba Unveils ¥10tril (US$65bil) Chi...

Prime Minister Shigeru Ishiba set out the first plan of his administration, which is to spend ¥10tril through FY30 further revitalizing Japan’s one-time globally dominant chip industry. The move comes after a ¥2tril package was announced last year and is seen as party of a ¥50tril private-public investment in Japanese chipmaking over the next decade. Pelham Smithers discusses beneficiaries.

 PRESS RELEASE

ASUS Announces the ExpertBook P5, its First Copilot+ PC for Work, is N...

ASUS Announces the ExpertBook P5, its First Copilot+ PC for Work, is Now Available in Canada Experience AI-powered efficiency and robust security designed for modern achievers — now available in Canada, starting from CA$1,299 KEY POINTS First ASUS Copilot+ PC for work: Powered by up to the latest Intel® Core™ Ultra 7 processor (Series 2) to deliver up to 47 NPU TOPSAI-powered productivity and collaboration: ASUS AI ExpertMeet automates meeting minutes, translates subtitles, offers watermarks in conference callsASUS ExpertGuardian: Includes commercial-grade BIOS, Win...

Pelham Smithers
  • Pelham Smithers

PSA Technology: Read across to Chip Sector from Samsung Electronics' (...

Samsung’s poor performance comes after the strong numbers (and stronger-than-expected) guidance from Micron (MU US). It underscores the complicated nature of the chip sector in the AI chip era – something that was further outlined by the latest global chip market data. Pelham Smithers discusses.

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