Semiconductors Have Reached Turning Point
The semiconductor market is starting to change from unusual growth and record revenues to a downturn that will return it to its long-term trend. ...
638 Views
Does Micron's Lower Guidance Mean Doom for Tech?
Does Micron's reduced guidance imply that the semiconductor market is about to fall? Not quite, as today's weakness is limited to the consumer...
658 Views
GEM Weekly (20 May 2022): Chinese Macro and Monetary Easing; Reliance, Infosys, TSMC, Huawei
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
492 Views
Semiconductor Revenues Remain Well Above Trend
Semiconductors are 45% above their long-term revenue trend. This is poised to continue for the near term, but a big change will occur further out.
744 Views
November Semiconductors Once Again Set Records
The semiconductor market once again set records in November, with 2021 revenues and unit shipments out-stripping all prior record years in its...
578 Views