We Are Raising Our Chip Equipment Estimates for 2018 as Recent Strength Set to Persist
After taking a fresh look at our semiconductor capital equipment coverage, we are raising our 2018 equipment market growth rate from 3% to 10%. Our...
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2017 Semiconductor Equipment Spending On Track For a Record $55.9 Billion
On December 12'th 2017, SEMI, the global industry association representing the electronics manufacturing supply chain, projected that worldwide...
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The Week That Was in NorthAsia@Smartkarma: Kobe Steel, SK Tomorrow, & Trump Plans to Visit DMZ
There were 20+ research gems in this week's The Week That Was in NorthAsia@Smartkarma. We want to highlight four reports in particular. There were...
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Monthly Semiconductor Sales Reach $35 Billion Globally for First Time in August
On Oct. 2'nd 2017, the Semiconductor Industry Association (SIA) announced that worldwide sales of semiconductors reached $35.0 billion for the...
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KLA Q3 FY2026. First $15 Billion Year Incoming.
Looking ahead, the company guided for current quarter revenues of $3.575 billion, up 6.7% sequentially and up ~13% YoY. Stock sold off slightly on...
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