Cashing in the Chips
The Pandemic, buyer hording and supply chain issues all contributed to a perfect storm that's causing a global shortage of computer chips. I take a...
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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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March Semiconductor Sales Up Yet Again
The SIA reported very positive semiconductor revenues for the first quarter, but leading indicators show that a correction has begun. This Insight...
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February Semiconductor Revenues Remain Impressively Above Trend
What is driving the current boom in semiconductors? An ongoing shortage, which is driving striking price increases, leading to record revenues. ...
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