Semiconductor Stocks

Semiconductor Manufacturing International Corp (SHA: 688981 / HKG: 0981 / FRA: MKN2): China's Most Important Chipmaker

Semiconductor Manufacturing International Corporation (SMIC) (SHA: 688981 / HKG: 0981 / FRA: MKN2) is one of the leading foundries in the world & is…

Jun 3, 2023 •

Emerging Market Skeptic

NAURA Technology Group (SHE: 002371): A Potential US-China Chip Conflict Beneficiary

NAURA Technology Group (SHE: 002371) is a Chinese manufacturer of integrated circuit and semiconductor equipment who benefits from the US-China chip…

Jun 3, 2023 •

Emerging Market Skeptic

Hua Hong Semiconductor (HKG: 1347 / FRA: 1HH / OTCMKTS: HHUSF): Plans a $2.6B Shanghai Share Sale to Fuel Expansion

Hua Hong Semiconductor (HKG: 1347 / FRA: 1HH / OTCMKTS: HHUSF) is China's second-largest chip foundry who recently received Shanghai Stock Exchange…

Jun 3, 2023 •

Emerging Market Skeptic

Advanced Micro-Fabrication Equipment (SHA: 688012): China's #2 Chip Tool Maker

Advanced Micro-Fabrication Equipment (AMEC) (SHA: 688012) is China's No. 2 manufacturer of chip making tools and a producer of etching devices who…

Jun 3, 2023 •

Emerging Market Skeptic

ACM Research (NASDAQ: ACMR): Successfully Straddling the US-China Chip Conflict (So Far...)

Silicon Valley and China based ACM Research (NASDAQ: ACMR) is a leading supplier of wafer processing solutions for semiconductor and advanced…

Jun 1, 2023 •

Emerging Market Skeptic

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