July 10, 2025 08:00 PM GMT Greater China Tech Semiconductors | Asia Pacific China auto semi localization: investor feedback Investors generally agree on the auto semi localization trend given the predominance of China EVs in the global market, Chinese government advocacy and ample mature node foundry supply. Discussions mainly centred around the best proxy, implications for global auto semi stocks, and the possibility of direct exports We published Three investment themes in China auto semi localization on ...

June 13, 2025 01:08 AM GMT Greater China Semiconductors | Asia Pacific Memory Refresh: CXMT's 16Gb DDR4 exit; EW Nanya Tech At 1x P/B, Nanya Tech's stock price could remain pressured by the industry's structural change, especially when/if DDR4 demand starts to be replaced by CXMT's DDR5 in 4Q25. Market had some misconceptions on China CXMT's DDR4 strategy: In Greater China Semiconductors: Memory Refresh: DDR4 Supply-driven Upcycle Arrives (14 May 2025), we mentioned that ChangXin Memory Technologies (CXMT) ...

Accessible version China: An Equity Strategist's Diary Weekly wrap (2-6 Jun): Tentative US-China détente after Trump-Xi's first call Equity Strategy Weekly index performance HSCEI +2.5%/CSI 300 +0.9%. Early this week, Trump accused China of violating the trade deal, doubled steel and aluminum tariffs to 50% on Jun 4th, and mulled wider China tech sanctions with subsidiary crackdowns and pushed to speak to President Xi. The USTR also accused China of not speeding up exports of critical minerals needed for cu ...

28 May 2025 | 5:42AM EDT GS SUSTAIN: APAC Monitor A closer look at APAC fund performance and impact on flows While overall Sustainable fund performance has been challenging in APAC and globally, we have seen a dichotomy in performance between Sustainable funds with broader APAC regional mandates — which have outperformed non-ESG peers for six consecutive quarters — and Sustainable funds with individual country mandates. APAC funds that have outperformed saw inflows over the last year, and we continue to bel ...

TORRANCE, Calif., April 09, 2025 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS), the only pure-play, next-generation power semiconductor company and industry leader in gallium nitride (GaN) power ICs and silicon carbide (SiC) technology, has announced a new strategic partnership with GigaDevice, a world-leader in microcontrollers (MCUs) and flash memory, to create a joint-lab for integrating and tailoring Navitas’ GaNFast™ ICs & GigaDevice's Microcontrollers, targeting AI data centers, EVs, Solar, ...