COVID-19 & Semiconductors: Profit Warnings Piling Up Ahead Of Earnings.
During the most recent earnings season, most semiconductor companies noted only relatively minor impact to their forecasts for the current quarter....
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Realtek (2379.TT): Five Layers for Investment Logic.
Investors are shifting capital from expensive AI stocks to mid- and large-cap IC design companies like Realtek Semiconductor, aligning with market...
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Silergy (6415.TT): Our Preferred Pick Among 8-Inch Foundries and Silicon Wafer Manufacturers.
Taiwan's industry-specific catalysts set it apart from U.S. weakness, with companies like Silergy, Vanguard, and Globalwafers showing positive...
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Smartkarma Originals
China Semiconductor Progress & Opportunities Review 2020
Since the launch of China's ‘Made in China 2025’ strategic plan in 2015, billions of dollars have been invested to bolster the country's...
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Silicon Wafers Q3 2019. LTAs & Joint Investments Are Fixing Some Problems But Creating Others
Long Term Agreements (LTAs) signed as silicon wafer shortages worsened back in late 2017 have thus far helped wafer manufacturers survive the worst...
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