EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
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Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

China Tech: Survey feedback on semiconductors

Technology

Horizon Insights

The power semiconductor market is showing signs of recovery with Q2 seeing improved sentiment and Q3 potentially marking the bottom. MOS demand is rebounding for domestic manufacturers, while overseas firms are seeing eased inventory pressures. The rebound in consumer electronics is expected to benefit the likes of Yangjie Technology and JieJie Microelectronics. In the IGBT sector, as overseas inventory clears, new energy vehicle customers may increase adoption of domestic alternatives. Companies such as StarPower Semiconductor, CRRC Times Electric and Silan Microelectronics are well positioned to gain market share.

Edition: 190

- 12 July, 2024