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Broker's Calls
Venture Corp and Frencken are DBS’s downstream picks; both look set to benefit from AI wave and recovery of end demand
DBS has “buy” calls on both companies with a TP of $1.77 for Frencken and a TP of $16.40 for Venture.
October 22, 2024
US-China trade war
Huawei suppliers face effort by US lawmakers to block chip gear
Huawei has been building secretive chip plant network in China, as US has struggled to get allies on board with more China curbs.
October 17, 2024
Semiconductor
Semiconductor cycle: Going up or down?
The AI theme has taken global stock markets by storm, but for locally listed semiconductor stocks, things are still fuzzy for now.
June 20, 2024
Semiconductor
Taiwan and China’s quest to catch up on chips
China believes it needs to catch up with the US fast or it could forever be relegated to second-tier superpower status like Russia
August 04, 2022
Semiconductor
PhillipCapital identifies Intel, TSMC, Applied Materials and Lam Research as beneficiaries on production ramp-ups
PhillipCapital says it remains positive on the semiconductor sector’s long-term outlook.
March 04, 2021