Asian Markets
TSMC’s US Bet Forces a Delicate Balancing Act Between Pricing Power and Profit Margins
The world’s most valuable chipmaker is navigating a paradox: record-breaking profits and a soaring share price on one side, and...
Green Shipping Alliances Multiply, Yet Majority of Companies Outsource Supplier Risk Management, Survey Finds
The push for decarbonised maritime logistics is accelerating, with Taiwanese carrier Yang Ming Marine Transport and port operator PSA International...
SK Hynix Faces a Perfect Storm of Analyst Skepticism, Post-IPO Hangover and Geopolitical Headwinds
SK Hynix is grappling with a sell-off that has shaved more than a third of its market value from June’s...
Micron’s $100 Billion Order Cushion Meets Its Sternest Test from Washington and Shanghai
The arithmetic of Micron Technology's current position is brutal in its simplicity. Revenue running at $41.46 billion, gross margins at...
BYD’s €2 Billion European Supercharging Network Underscores a Pivot as Profits Hit a Crossroads
A brutal profit collapse of more than 55% alongside a gross margin that climbed to an 18.81% high — that...
BYD’s Technology Offensive: How ‘God’s Eye’ Aims to Lift Margins Beyond the Price War
BYD has crossed a new milestone in its technology push: more than 3.33 million vehicles now on the road are...
XPeng Bets on Munich to Turn Product Hype Into a European Sales Story
XPeng enters the Munich week with more than a new model to show off. The Chinese electric-car maker is also...
Marvell Technology: Custom Silicon Ambitions Collide with a 27% Sell-Off as Investors Demand Proof
Marvell Technology has become a study in contradictions. The chipmaker’s stock has lost nearly 27% over the past 30 days,...
ASML’s Q2 Report: A Capacity Ceiling and a Political Cloud Hang Over the AI Equipment Boom
When ASML reports second-quarter results on Wednesday, the Dutch lithography giant will be asked to reconcile two competing realities: a...
SK Hynix: A $26.5B Nasdaq Windfall and a 15% Seoul Plunge — The Two Faces of Memory Chip Investing
SK Hynix pulled off one of the year's highest-profile global listings on July 10, raising $26.5 billion on the Nasdaq....
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