Data NOW_ GigaDevice MCU Spot Price vs. MCU Companies' Share Prices

Industry and Company Overview * Industry: Greater China Technology Semiconductors * Focus: Analysis of GigaDevice MCU's spot price in the channel market versus MCU companies' share prices * Key Company: GigaDevice Semiconductor Beijing Inc (603986.SS) Key Points and Arguments * Spot Price vs. Share Prices: GigaDevice's MCU spot price has a significant impact on Greater China MCU companies' share prices. While the spot market price accounts for less than 10% of the total MCU market, it serves as a good sentiment indicator [4]. * Preliminary Nov-24 Pricing: The preliminary Nov-24 pricing for GigaDevice's MCU spot price is flat month-over-month (M/M) [1]. * Performance Comparison: The exhibit shows a comparison between GigaDevice's MCU spot price and the share price performance of Greater China MCU companies. The exhibit indicates a correlation between the two [3]. * Data Source: The data for GigaDevice's MCU spot price is sourced from BOM.ai, while the share price data is from Refinitiv [4]. Additional Important Content * Analyst Team: The report is authored by Daniel Yen, CFA, Charlie Chan, Equity Analyst, and Ray Wu, CFA, Equity Analyst, among others [5]. * Industry View: Morgan Stanley's industry view for Greater China Technology Semiconductors is in-line [6]. * Stock Ratings: The report provides stock ratings for various companies within the Greater China Technology Semiconductors industry [17, 20]. * Global Stock Ratings Distribution: The report includes a distribution of stock ratings across the coverage universe [9]. * Analyst Stock Ratings: The report defines the different stock rating categories used by Morgan Stanley [10]. * Analyst Industry Views: The report explains the different industry view categories used by Morgan Stanley [11]. * Important Disclosures: The report includes various important disclosures regarding the research process, conflicts of interest, and other relevant information [13-16].