|
|
|
|
|
18.06.26 - 10:06
|
Plurimi CIO Sees Value in AI Supply Chain (Bloomberg)
|
|
|
Plurimi Wealth Chief Investment Officer Patrick Armstrong says he sees value in the artificial intelligence supply chain, stocks such as Micron, Samsung and Nvidia. "We're underweight the Magnificent Seven — the hyperscalers — those are the companies that are spending a trillion dollars over the next 12 months on AI datacenters," Armstrong tells Bloomberg Television. "And we own the companies they're giving the money to." (Source: Bloomberg)...
|
|
|
|
|
18.06.26 - 08:06
|
Monthly Update – May 2026 (Cision)
|
|
|
18 June 2026
Ashoka WhiteOak Emerging Markets Trust plc
(the 'Company')
Monthly Update – May 2026
The Company's monthly factsheet as at 31 May 2026 is now available: https://awemtrust.com/factsheet/
The Fund was up 10.39% in May 2026, underperforming the benchmark by 0.18%. The key contributors include Sk Hynix (+80.0%), Samsung (+42.6%), and TSMC (+12.5%), whereas Tencent Holdings (-6.9%), Jentech Precision Industrial (-32.8%), and WinWay Technology (-14.9%) were the key detractors.
Market Review
In May 2026, the MSCI EM index was up 10.6%....
|
|
|
|
|
|
|
|
|
|
|
|
|
18.06.26 - 04:06
|
Samsung advances 1d DRAM roadmap; pilot production eyed by end-2027 (Digitimes)
|
|
|
Samsung Electronics is reportedly working with multiple partners to develop production equipment for its seventh-generation 10nm-class (1d) DRAM process. The company aims to begin tool installation as early as the second quarter of 2027, with initial volume production expected by the end of that year....
|
|
|
|
|
18.06.26 - 03:30
|
Samsung to offer 2nm prototype runs as South Korea pushes chip design (Digitimes)
|
|
|
Samsung Electronics' foundry division plans to open its Multi-Project Wafer, or MPW, service to its 2nm process next year, giving South Korean fabless chip designers access to one of the most advanced foundry nodes being commercialized without having to pay for a full wafer run, according to ZDNet Korea and iNews24....
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|