April Semiconductor Sales Released - YTD Growth 16.8%
April Semiconductor revenues are 21.7% higher than last April, resulting in 16.8% year-to-date growth. Is this sustainable? This Insight looks at...
390 Views
Global Semiconductors: Consolidation, but Active Funds Remain Well Invested
Allocations in Semiconductor stocks have seen tremendous growth over the past 3 years. Whilst ownership growth has slowed, exposure remains high.
444 Views
March Semiconductor Sales Up Yet Again
The SIA reported very positive semiconductor revenues for the first quarter, but leading indicators show that a correction has begun. This Insight...
522 Views
November Semiconductor Sales Continue Upward Trend
The just-released November chip sales figures showed surprising strength. This Smartkarma Insight explains why the chip market is burgeoning while...
445 Views
2021 High Conviction: Semiconductor Growth with COVID Risk
In 2021 either the chip market will grow or a COVID-driven collapse will cause it to decline. This Insight shows how to estimate either extreme,...
679 Views