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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
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Emerging Market Skeptic
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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
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Emerging Market Skeptic
1
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
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Emerging Market Skeptic
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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
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Emerging Market Skeptic
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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
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Emerging Market Skeptic
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