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22.04.26 - 08:51
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Samsung Biologics Reports First Quarter 2026 Financial Results (PR Newswire)
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Recorded Q1'26 revenue of KRW 1,257 billion and operating profit of KRW 581 billion Performance driven by full utilization across Plants 1 through 4 and robust operational execution Strengthened the foundations for future growth through U.S. expansion and strategic partnerships INCHEON,......
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22.04.26 - 08:06
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Monthly Update - March 2026 (Cision)
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22 April 2026
Ashoka WhiteOak Emerging Markets Trust plc
(the 'Company')
Monthly Update – March 2026
The Company's monthly factsheet as at 31 March 2026 is now available: https://awemtrust.com/factsheet/
The Fund was up 1.48% in 1Q 2026, underperforming the benchmark by 0.35%. The key contributors include Samsung Electronics (+34.1%), WinWay Technology (+152.4%), and SK hynix (+19.1%), whereas OneSource (-21.4%), Naspers (-14.6%), and Trip.com (-30.4%) were the key detractors.
Market Review
In 1Q 2026, the MSCI EM index was up 1.83%. It...
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22.04.26 - 06:06
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Huawei′s wide foldable move sets stage for Apple, Samsung three-way race (Digitimes)
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Huawei's Pura X Max launch marks a shift in the foldable smartphone market, with competition moving from a Samsung-Huawei duopoly toward a three-way race that includes Apple's expected foldable iPhone. Huawei's early move signals a push to shape the next phase of high-end market leadership rather than simply extend its premium lineup....
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22.04.26 - 02:42
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Analysis: Tesla′s chip ambitions drive a wedge between Samsung and Intel (Digitimes)
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Tesla's Terafab project is accelerating, with the company targeting substantial in-house chip production to support autonomous driving, robotaxis, humanoid robots, and AI infrastructure. The push is already forcing a split among its potential foundry partners, with divergent responses that could reshape supplier relationships and competitive dynamics across the semiconductor industry....
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22.04.26 - 02:42
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CXMT fills LPDDR4X gap as non-China CSPs seek capacity (Digitimes)
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Memory giant ChangXin Memory Technologies (CXMT) is stepping in to fill the consumer market shortfall left by Samsung Electronics' planned phase-out of LPDDR4X production. With memory costs soaring and supply tightening, roughly 40% of CXMT's capacity will reportedly be reserved for LPDDR4X, while the remaining 60% is dedicated to advanced DDR5 and LPDDR5 products....
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21.04.26 - 09:06
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BOE loses momentum as Samsung Display supplies nearly 60% of iPhone panels (Digitimes)
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According to The Korea Economic Daily, market research firm Omdia statistics show that in the 2025 iPhone display market, Samsung Display (SDC) ranked first with a 56.8% supply share, up about 8pp year-over-year. In terms of shipments, SDC's supply volume increased to around 142 million units in 2025, a year-over-year growth of about 15%....
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21.04.26 - 06:06
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Qualcomm Chief reportedly seeks memory and manufacturing deals in South Korea (Digitimes)
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Qualcomm Chief Executive Cristiano Amon is expected to meet senior executives from Samsung Electronics and SK Hynix during a recent visit to South Korea, according to industry sources. The discussions are expected to focus on securing memory supplies as well as potential cooperation with Samsung in advanced semiconductor manufacturing, including its 2nm foundry process....
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21.04.26 - 01:06
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Samsung′s HBM4 yield improves, 4nm PMBIST upgrade receives praise from Nvidia (Digitimes)
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Samsung Electronics is accelerating its catch-up in the high-bandwidth memory (HBM) market against leader SK Hynix by advancing its sixth-generation HBM4. A key factor is Samsung's upgrade from traditional MBIST to programmable PMBIST testing architecture built on cutting-edge 4nm process technology, significantly enhancing production yield and efficiency....
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