COASIA CoAsia CM (코아시아) Loading...

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08:00
Sep 10
Noh Geun-chang Center Head, Hyundai Motor Securities Research Center 815 Money Talk (815머니톡)
Samsung design houses leverage foundry recovery
Samsung foundry's local design-house ecosystem, including ADTechnology, CoAsia and Gaonchips, will benefit if Samsung foundry wins accelerator/data-center customers. Their earnings are not yet meaningful, but a long-term approach through Samsung foundry supply-chain names is more favorable than chasing the foundry itself.
COASIA
MED
00:54
Sep 10
Noh Geun-chang Center Head, Hyundai Motor Securities Research Center 815 Money Talk (815머니톡)
Samsung foundry partners await accelerator customers
Samsung foundry share has fallen, but HBM4 logic dies and SSD controller ICs could support a black ink turn; design-partner names AD Technology, CoAsia, and Gaonchips will only get meaningful upside if Samsung foundry secures data center and accelerator customers.
COASIA
MED

About COASIA Analyst Coverage

Buzzberg tracks COASIA (CoAsia CM (코아시아)) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: Noh Geun-chang.