US-Huawei Battle Likely to Harm US Business
The US Department of Commerce has revised its Foreign-Produced Direct Product Rule and the Entity List in an attempt to further undermine Huawei. ...
355 Views
Semiconductor WFE. Supply Constrained For Now With An Upbeat Outlook For CY 2020 Overall
With Applied Materials (AMAT US)'s report last week, first quarter results are now complete for the top 5 semiconductor WFE companies globally....
226 Views
Renesas – There Is Juice Left in the Long Renesas Short TEL Pair ST and Long Renesas Has Legs LT
Renesas was up 9.6% today after posting solid 1Q results with OP of ¥11.3bn well above consensus at ¥6.9bn and revenue was also slightly higher at...
363 Views
Big Short Covering in Consumer Staples
The short notional in the market for the data released 21 April is US$33.19bn (down by US$351mm excluding FX movements and ETFs) with the largest...
526 Views
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....
431 Views