🇰🇷 🇯🇵 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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Renesas: Factory Automation and Aircon Inventory Adjustments to Take Time
We spoke to Renesas Electronics (6723 JP) today to gauge conditions regarding their inventory and the shorter than expected production stoppage in...
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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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Cypress and Infineon? Think of NXP!
Today's news about Infineon's takeover of Cypress sounds encouraging until you remember what happened with the Qualcomm/NXP deal. The behavior of...
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