STMicroelectronics N.V. (NYSE: STM ) is a fundamentally sound, vertically integrated semiconductor leader. It is positioned at the heart of long-term growth trends in electrification, industrial automation, and edge AI. Its strong moat has driven returns well above its cost of capital. ABSc (Eng), MBA. Self-taught value investor with 2 decades of investing experience. Blogger at i4value.asia. The blog is on value investing through case studies where I analyze and value listed companies in the ASEAN and US r ...

July 7, 2025 07:58 PM GMT Investor Presentation | Asia Pacific Tuesday TMT Webcast: China's AI Semi Development in a Global Context; TSMC Preview | M | | | | --- | --- | --- | | | | Update | | July 7, 2025 07:58 PM GMT | | | | Investor Presentation Asia Pacific | Morgan Stanley Taiwan Limited+ | | | | Charlie Chan | | | | Equity Analyst Charlie.Chan@morganstanley.com | +886 2 2730-1725 | | Tuesday TMT Webcast: China's | Daniel Yen, CFA | | | | Equity Analyst | | | AI Semi Development in a | Daniel.Yen@morga ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha J P M O R G A N Asia Pacific Equity Research 26 June 2025 TSMC See page 10 for analyst certification and important disclosures, including non-US analyst disclosures. Advanced Packaging update – Adjusting CoWoS and raising WMCM estimates In this update, we separate out CoWoS and WMCM forecasts, as WMCM expectations are starting to rise materially for 2026 and 2027. Please see our wafer- level forecast, chip-level shipments by XPU and capacity assumptions in Tables 1-2, Table 3 ...

Flash | 25 Jun 2025 02:07:53 ET │ 9 pages US Semiconductors and Hardware & Storage Citi Gen AI Summit Takeaways CITI'S TAKE Citi held its 3rd annual Gen AI Summit in NYC yesterday bringing together 40+ private companies. We recap key takeaways from AI hardware infrastructure/semis panels a) the constraints of AI growth are multi-fold including power, compute at scale, connectivity to support low latency, and talent which implies a lot of runway for continued infrastructure build out; b) AI focus is moving f ...

Flash | 25 Jun 2025 02:07:53 ET │ 9 pages US Semiconductors and Hardware & Storage Citi Gen AI Summit Takeaways CITI'S TAKE Citi held its 3rd annual Gen AI Summit in NYC yesterday bringing together 40+ private companies. We recap key takeaways from AI hardware infrastructure/semis panels a) the constraints of AI growth are multi-fold including power, compute at scale, connectivity to support low latency, and talent which implies a lot of runway for continued infrastructure build out; b) AI focus is moving f ...

June 24, 2025 8:00 AM EDT | Source: Gorilla Technology Group Inc. London, United Kingdom--(Newsfile Corp. - June 24, 2025) - Gorilla Technology Group Inc. (NASDAQ: GRRR) ("Gorilla" or the "Company"), a global solution provider in Security Intelligence, Network Intelligence, Business Intelligence and IoT technology, has entered into a definitive agreement to acquire CNS, as well as its communication and mobility subsidiary CANS, two of Thailand's most innovative technology solution providers. The transaction ...

IRVINE, Calif., June 24, 2025 (GLOBE NEWSWIRE) -- Lantronix Inc. (NASDAQ: LTRX), a global leader of compute and connectivity for IoT solutions enabling Edge AI Intelligence, today announced that Lantronix has been named the 2025 Industrial IoT Company of the Year by CompassIntel, a leading market research and advisory firm specializing in metrics-driven market intelligence and insights for the mobile, IoT and high-tech industries. The 13 annual CompassIntel Awards honor companies, vendors and organizations ...

June 19, 2025 02:51 AM GMT Semiconductor Production Equipment | Japan Stronger Restrictions on Chip Exports to China and Our SPE Picks Taiwan's Bureau of Foreign Trade, Ministry of Economic Affairs updated the entity list on its website on Jun 14, adding Huawei and SMIC. With possibility of other US allies making similar moves, we focus on Disco and Advantest as they make back-end SPE exposed to relatively little regulatory risk. Key Takeaways Taiwan adds Huawei, SMIC to export control list: Taiwan's Bureau ...

Investor Presentation | Asia Pacific June 17, 2025 06:13 PM GMT Greater China Semiconductors: The China AI Semi Development in the Global Context As AI reshapes our daily life, the semiconductor industry faces unprecedented demand and even geopolitical tensions. In this session, we provide an overview of the evolving global AI semi market, including the critical dynamics of the supply chain and China's accelerated AI localization push. | M | Equity Analyst | Foundation | | --- | --- | --- | | June 17, 2025 ...

Lantronix and Aerora positioned to advance technologies in AI-powered drone solutions IRVINE, Calif., June 17, 2025 (GLOBE NEWSWIRE) -- Lantronix Inc. (NASDAQ: LTRX), a global leader in compute and connectivity IoT solutions enabling Edge AI Intelligence, today announced its collaboration with Aerora, a provider of integrated NDAA-compliant propulsion, ground control and precision AI payload systems. This collaboration delivers Edge AI-driven solutions that significantly accelerate advancements in drones, r ...