SG Micro H Share Listing: The Investment Case
SG Micro, a leading analog IC company in China, is pre-marketing an H-Share listing to raise US$600-800 million. In this note, I discuss the...
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After the Collapse: Semiconductors Enter the Next Phase
This SmartKarma Insight provides a current view of the semiconductor industry's status, benchmarking today's market status against a typical...
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🇰🇷 🇯🇵 That Was The Week That Was North Asia - 10-16th June 2019 @Smartkarma
TW3 NORTH ASIA 10-16TH JUNESmartkarma's North Asian Insight providers were overwhelmingly bullish this week. In the Event-Driven space, Sanghyun...
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April Semiconductors Down Again, 14.6% Year/Year
The World Semiconductor Trade Statistics (WSTS) reveal that monthly semiconductor revenues for April were 14.6% below those of April 2018. This...
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WSTS Forecast Shows Rare Understanding of Downturn
Today's WSTS Spring Forecast, endorsed by the US and European Semiconductor Industry Associations (SIA & ESIA) predicts a 2019 downturn of 12%...
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