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摩根士丹利:对华芯片出口限制升级及半导体设备选股策略
摩根· 2025-06-23 02:09
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 ...
KORU Medical Systems(KRMD) - 2024 Q4 - Earnings Call Transcript
2025-03-12 20:30
KORU Medical Systems (KRMD) Q4 2024 Earnings Call March 12, 2025 04:30 PM ET Company Participants Louisa Smith - PrincipalLinda Tharby - President and CEOTom Adams - Chief Financial OfficerMichaela Smith - Equity Research Conference Call Participants Chase Knickerbocker - Senior Equity Research Analyst - HealthcareFrank Takkinen - Senior Research AnalystJason Bednar - Senior Research AnalystAnderson Schock - Research Analyst Operator Greetings, and welcome to the Coram Medical Systems Fourth Quarter and Ful ...