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Michael Fritzell (Asian Century Stocks)
Yeah but growth and the starting P/E matters just as much. Coca-Cola has not had a great 30-year IRR.
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Yeah but growth and the starting P/E matters just as much. Coca-Cola has not had a great 30-year IRR.
“Ultimately, the quality of the business trumps everything.”
- Chris Hohn
https://t.co/gWNwbPyCD0 tweet
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Michael Fritzell (Asian Century Stocks)
Insider buying/selling in Samsung Electronics. Source: Smart Insider https://t.co/3PtRpZRVck
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Insider buying/selling in Samsung Electronics. Source: Smart Insider https://t.co/3PtRpZRVck
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Michael Fritzell (Asian Century Stocks)
Two rules being a sell side analyst:
1. If you can’t say anything positive, don’t say anything at all
2. Go with the flow of the other analysts, rather than trying to be contrarian
https://t.co/ZmD3GZ8a9I
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Two rules being a sell side analyst:
1. If you can’t say anything positive, don’t say anything at all
2. Go with the flow of the other analysts, rather than trying to be contrarian
https://t.co/ZmD3GZ8a9I
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The Transcript
RT @TheTranscript_: $INTC CEO: Intel's foundry scale-up will be signaled by ramp up in CapEx.
“I'm not going to announce any customer... When you see me starting to put money into… CapEx equipment… it means I have real customer I've committed to it. That's kind of discipline I have.”"
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RT @TheTranscript_: $INTC CEO: Intel's foundry scale-up will be signaled by ramp up in CapEx.
“I'm not going to announce any customer... When you see me starting to put money into… CapEx equipment… it means I have real customer I've committed to it. That's kind of discipline I have.”"
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Michael Fritzell (Asian Century Stocks)
RT @MikeZaccardi: Nikkei creeping up on 60k https://t.co/bj3QTioDTB
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RT @MikeZaccardi: Nikkei creeping up on 60k https://t.co/bj3QTioDTB
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Michael Fritzell (Asian Century Stocks)
RT @smartkarma: @IMFNews @Barchart 4. Taiwan: Real GDP Growth (via @MacroMicroMe) https://t.co/oRdJbEEl6g
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RT @smartkarma: @IMFNews @Barchart 4. Taiwan: Real GDP Growth (via @MacroMicroMe) https://t.co/oRdJbEEl6g
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Michael Fritzell (Asian Century Stocks)
RT @abroninvestor: Seriously fascinating situation. Sell side analysis is pitiful. For CHF10bn equity cap you get CH2.7bn of pure gold, 4bn of property 1.2bn of cash/secs so the finished inventory & brands & 1438store network arguably priced at CF2.1bn. Long
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RT @abroninvestor: Seriously fascinating situation. Sell side analysis is pitiful. For CHF10bn equity cap you get CH2.7bn of pure gold, 4bn of property 1.2bn of cash/secs so the finished inventory & brands & 1438store network arguably priced at CF2.1bn. Long
The only thing you need to know: the most shorted stock in Europe. That says it all…. $UHR.SW
https://t.co/zc0c4NU09q tweet
X (formerly Twitter)
Steven Wood (@GWInvestors) on X
The only thing you need to know: the most shorted stock in Europe. That says it all…. $UHR.SW
https://t.co/zc0c4NU09q
https://t.co/zc0c4NU09q
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Jukan
RT @NVIDIAKorea: @SKhynix 와 NVIDIA는 AI Physics를 통해 반도체 기술 개발을 가속하고 있습니다. 🦾
NVIDIA의 PhysicsNeMo 프레임워크를 활용함으로써, SK하이닉스의 엔지니어들은 자체 AI 모델 개발 속도를 높여 디바이스 설계와 제조 과정에서 혁신적인 도구를 구현할 수 있는 가능성을 열고 있습니다.
블로그 읽기: https://t.co/E9d82PEQDt
#SEMICONKorea
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RT @NVIDIAKorea: @SKhynix 와 NVIDIA는 AI Physics를 통해 반도체 기술 개발을 가속하고 있습니다. 🦾
NVIDIA의 PhysicsNeMo 프레임워크를 활용함으로써, SK하이닉스의 엔지니어들은 자체 AI 모델 개발 속도를 높여 디바이스 설계와 제조 과정에서 혁신적인 도구를 구현할 수 있는 가능성을 열고 있습니다.
블로그 읽기: https://t.co/E9d82PEQDt
#SEMICONKorea
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @esaagar: 18 million Americans are smoking weed 21+ days a month
This is a full blown addiction crisis that even the NYT now says: "It’s Time for America to Admit That It Has a Marijuana Problem" https://t.co/FRGWFg6Bt3
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RT @esaagar: 18 million Americans are smoking weed 21+ days a month
This is a full blown addiction crisis that even the NYT now says: "It’s Time for America to Admit That It Has a Marijuana Problem" https://t.co/FRGWFg6Bt3
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Clark Square Capital
RT @ClarkSquareCap: There are about 400 ideas to sort through, including divestments, M&A, IPOs, rights offerings, and spin-offs. So there's something for everyone. Be sure to check it out.
Feedback welcome!
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RT @ClarkSquareCap: There are about 400 ideas to sort through, including divestments, M&A, IPOs, rights offerings, and spin-offs. So there's something for everyone. Be sure to check it out.
Feedback welcome!
Sharing a new project: the Special Situations Digest.
Check out the (free) link below. https://t.co/NT0wb21Sxl tweet
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Jukan
Samsung Secures 8nm Foundry Orders in Europe Following U.S. and Japan… Large-Scale Supply Expected This Year
Samsung Electronics, having attracted major foundry (semiconductor contract manufacturing) clients from the U.S. and Japan last year, is now building its customer base in the European market this year. Some companies that have been receiving chips from Samsung's foundry division last year are expected to ramp up production volumes this year after completing process stability and quality testing.
According to industry sources on the 10th, German fabless (semiconductor design) company Ubitium, which has been receiving 8nm chip prototypes from Samsung Electronics, is reportedly set to sign a large-scale mass production contract by March this year after completing performance and quality testing. As Ubitium's requested volume has increased, Samsung Electronics is also reviewing options to supply greater quantities than before, including increasing the number of MPW (Multi-Project Wafer) production runs — typically conducted three times a year — or supplying chips from a separate production line.
MPW is a method of producing prototypes by integrating multiple chip designs onto a single wafer. It is used when clients need to fabricate prototypes. Last year, MPW production was conducted four times annually for 4nm, three times for 5nm, and three times for 8nm. However, with growing demand for 8nm chips — which offer excellent price-to-performance ratios and proven quality stability — analysts say three runs per year are no longer sufficient to meet demand.
In addition to Ubitium, companies such as Nintendo and Intel are receiving chips from Samsung's 8nm process. Nintendo is using Samsung foundry 8nm chips in the Switch 2, which has surpassed cumulative sales of 155 million units to date, while Intel is also expected to begin sourcing its Platform Controller Hub (PCH) chips from Samsung's foundry lines starting this year.
Nvidia has also reportedly commissioned Samsung Electronics to produce additional low-cost 8nm GPUs beyond the Switch 2 graphics processing units (GPUs). As PC memory prices have surged and console devices absorb demand from PC gaming, sales of the Switch 2 and other older-generation consoles are expected to continue growing this year.
A key factor behind Samsung Electronics' successive recruitment of European fabless companies as clients has been its increasingly robust collaboration with design house partners (DSPs). In particular, AD Technology, one of its largest partners, is known to have played a deeply involved role in the Ubitium chip contract manufacturing process, helping to close the deal. This contract is expected to generate revenue of at least tens of billions of won in the short term, potentially reaching 100 billion won over the mid-to-long term, laying the groundwork for future growth.
Industry observers note that for Samsung's foundry division to land even bigger deals from small and mid-sized clients — not just large ones — closer collaboration with design house partners is essential. TSMC, the world's largest foundry company, has also expanded its order pipeline and strengthened its domestic foundry ecosystem through a network of approximately 230 design houses led by Global Unichip Corporation (GUC).
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Samsung Secures 8nm Foundry Orders in Europe Following U.S. and Japan… Large-Scale Supply Expected This Year
Samsung Electronics, having attracted major foundry (semiconductor contract manufacturing) clients from the U.S. and Japan last year, is now building its customer base in the European market this year. Some companies that have been receiving chips from Samsung's foundry division last year are expected to ramp up production volumes this year after completing process stability and quality testing.
According to industry sources on the 10th, German fabless (semiconductor design) company Ubitium, which has been receiving 8nm chip prototypes from Samsung Electronics, is reportedly set to sign a large-scale mass production contract by March this year after completing performance and quality testing. As Ubitium's requested volume has increased, Samsung Electronics is also reviewing options to supply greater quantities than before, including increasing the number of MPW (Multi-Project Wafer) production runs — typically conducted three times a year — or supplying chips from a separate production line.
MPW is a method of producing prototypes by integrating multiple chip designs onto a single wafer. It is used when clients need to fabricate prototypes. Last year, MPW production was conducted four times annually for 4nm, three times for 5nm, and three times for 8nm. However, with growing demand for 8nm chips — which offer excellent price-to-performance ratios and proven quality stability — analysts say three runs per year are no longer sufficient to meet demand.
In addition to Ubitium, companies such as Nintendo and Intel are receiving chips from Samsung's 8nm process. Nintendo is using Samsung foundry 8nm chips in the Switch 2, which has surpassed cumulative sales of 155 million units to date, while Intel is also expected to begin sourcing its Platform Controller Hub (PCH) chips from Samsung's foundry lines starting this year.
Nvidia has also reportedly commissioned Samsung Electronics to produce additional low-cost 8nm GPUs beyond the Switch 2 graphics processing units (GPUs). As PC memory prices have surged and console devices absorb demand from PC gaming, sales of the Switch 2 and other older-generation consoles are expected to continue growing this year.
A key factor behind Samsung Electronics' successive recruitment of European fabless companies as clients has been its increasingly robust collaboration with design house partners (DSPs). In particular, AD Technology, one of its largest partners, is known to have played a deeply involved role in the Ubitium chip contract manufacturing process, helping to close the deal. This contract is expected to generate revenue of at least tens of billions of won in the short term, potentially reaching 100 billion won over the mid-to-long term, laying the groundwork for future growth.
Industry observers note that for Samsung's foundry division to land even bigger deals from small and mid-sized clients — not just large ones — closer collaboration with design house partners is essential. TSMC, the world's largest foundry company, has also expanded its order pipeline and strengthened its domestic foundry ecosystem through a network of approximately 230 design houses led by Global Unichip Corporation (GUC).
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