Global Equity Strategy: Semis — The New Oil... Reasons to Be Overweight in Parts
Semiconductors now account for 12% of global market cap (up from 2.7% in 2022) and have directly driven 51%, 55% and 40% of YTD market returns in the US, EM…
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SK Hynix
SK Hynix research hub covering institutional report mentions, AI summaries, related topics and market context.
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