Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Thematic (Sector/Industry)

The Semiconductor Industry Association today announced that 2019 semiconductor revenues were 12.5% below those of 2018.  This number should come as no surprise to those who have been watching the market closely.  The market collapsed, as it always does, through 2019 and is likely to experience little growth, if any, in 2020.

The Semiconductor Industry Association today announced that 2019 semiconductor revenues were 12.5% below those of 2018.  This number should come as no surprise to those who have been watching the market closely.  The market collapsed, as it always does, through 2019 and is likely to experience little growth, if any, in 2020.

Semiconductor Market Year-End Tally: -12.5%

Objective Analysis recently updated its 2020 semiconductor forecast.  We are calling for the market to see zero growth at best, but our model actually predicts -6%.  This  SmartKarma Insight explains what went into that forecast and how we determined what the chip market should look like in 2020 and beyond.

Objective Analysis recently updated its 2020 semiconductor forecast.  We are calling for the market to see zero growth at best, but our model actually predicts -6%.  This  SmartKarma Insight explains what went into that forecast and how we determined what the chip market should look like in 2020 and beyond.

Composing the 2020 Semiconductor Forecast

Monthly chip revenues declined slightly in November, according to the SIA.  This SmartKarma Insight examines recently-reported industry revenues to see how they compare with the long-term trend and to understand whether or not the current uptick is likely to continue.  The conclusion is that today's market is higher than it would be if the China-US trade war were not a concern.  A mid-2020 collapse is more than likely.

Monthly chip revenues declined slightly in November, according to the SIA.  This SmartKarma Insight examines recently-reported industry revenues to see how they compare with the long-term trend and to understand whether or not the current uptick is likely to continue.  The conclusion is that today's market is higher than it would be if the China-US trade war were not a concern.  A mid-2020 collapse is more than likely.

November Semiconductor Stats Good, But China Inventory Build May Be Misleading

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

In today’s report we reiterate our bullish U.S. investment thesis, recap significant technical levels across indexes, and highlight attractive Groups and stocks within Health Care and Technology: Biotech, Mid-Cap, Biotech, Small-Cap, Semiconductors, Large-Cap, and Semiconductors, Mid-Cap..

In today’s report we reiterate our bullish U.S. investment thesis, recap significant technical levels across indexes, and highlight attractive Groups and stocks within Health Care and Technology: Biotech, Mid-Cap, Biotech, Small-Cap, Semiconductors, Large-Cap, and Semiconductors, Mid-Cap..

MSCI ACWI, STOXX 600 Breaking Out, Adding Fuel for Further U.S. Equity Market Rally

WSTS (through the Semiconductor Industry Association - SIA) has announced that October semiconductor revenues increased to $36.6 billion, up 2.9% from $35.6 billion in September.  What does this mean for the current cycle?  Although things look good, our optimism is guarded.

WSTS (through the Semiconductor Industry Association - SIA) has announced that October semiconductor revenues increased to $36.6 billion, up 2.9% from $35.6 billion in September.  What does this mean for the current cycle?  Although things look good, our optimism is guarded.

WSTS: Semiconductor Sales Grow Month/Month

Netherlands

NXP Semiconductors NV operates as a global semiconductor company. The Company designs semiconductors and software for mobile communications, consumer electronics, security applications, in-car entertainment, and networking.  NXP offers its products to the automotive, identification, wireless infrastructure, lighting, mobile, and computing applications.

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Nxp Semiconductors Nv (NXPI US)

Semiconductor Market Year-End Tally: -12.5%

The Semiconductor Industry Association today announced that 2019 semiconductor revenues were 12.5% below those of 2018. This number should come as...

Jim Handy

Composing the 2020 Semiconductor Forecast

Objective Analysis recently updated its 2020 semiconductor forecast. We are calling for the market to see zero growth at best, but our model...

Jim Handy

November Semiconductor Stats Good, But China Inventory Build May Be Misleading

Monthly chip revenues declined slightly in November, according to the SIA. This SmartKarma Insight examines recently-reported industry revenues to...

Jim Handy

MSCI ACWI, STOXX 600 Breaking Out, Adding Fuel for Further U.S. Equity Market Rally

In today’s report we reiterate our bullish U.S. investment thesis, recap significant technical levels across indexes, and highlight attractive...

Vermilion Research

WSTS: Semiconductor Sales Grow Month/Month

WSTS (through the Semiconductor Industry Association - SIA) has announced that October semiconductor revenues increased to $36.6 billion, up 2.9%...

Jim Handy

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