Intel Re-Shuffles Top Management Tier
Intel announced a reorganization this week. This Insight helps readers to understand the CEO's motivation for these changes.
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WSTS Forecast: Record Semiconductor Revenues in Both 2021 & 2022
The semiconductor industry's statistics body, WSTS, released a very bullish Spring forecast, predicting revenues to break records in both 2021 and...
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April Semiconductor Sales Released - YTD Growth 16.8%
April Semiconductor revenues are 21.7% higher than last April, resulting in 16.8% year-to-date growth. Is this sustainable? This Insight looks at...
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Global Semiconductors: Consolidation, but Active Funds Remain Well Invested
Allocations in Semiconductor stocks have seen tremendous growth over the past 3 years. Whilst ownership growth has slowed, exposure remains high.
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The Week That Was in ASEAN@Smartkarma - Supercharged Sea Ltd, Grab's Risks, and Telkom Transforming
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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