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)

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

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

At the beginning of October WSTS released its worldwide semiconductor revenue compilation for August.  The semiconductor market is in a period of uneasy stability that this analyst expects to end soon.

At the beginning of October WSTS released its worldwide semiconductor revenue compilation for August.  The semiconductor market is in a period of uneasy stability that this analyst expects to end soon.

Semiconductor Revenues On-Trend for August

This SmartKarma Insight provides a current view of the semiconductor industry's status, benchmarking today's market status against a typical downturn.  Data from leading memory chip manufacturers shows that, during the last quarter, prices had nearly reached cost, moving us to the next phase of the cycle.

This SmartKarma Insight provides a current view of the semiconductor industry's status, benchmarking today's market status against a typical downturn.  Data from leading memory chip manufacturers shows that, during the last quarter, prices had nearly reached cost, moving us to the next phase of the cycle.

After the Collapse: Semiconductors Enter the Next Phase

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Equity Capital Markets

<ul>
<li>SpaceX is preparing to raise at least $75 billion at a valuation of nearly $1.75 trillion to $2.0 trillion. </li>
<li>My base case valuation of SpaceX is market cap of $1.6 trillion over one year. My valuation sensitivity analysis suggests a valuation range from $1.3 trillion to $1.9 trillion. </li>
<li>I would not subscribe to SpaceX at a valuation range of $1.75 trillion to $2.0 trillion. Rather, you could purchase Samsung Electronics (005930 KS) at a P/E of 7x, instead.</li>
</ul>


SpaceX is preparing to raise at least $75 billion at a valuation of nearly $1.75 trillion to $2.0 trillion. 
My base case valuation of SpaceX is market cap of $1.6 trillion over one year. My valuation sensitivity analysis suggests a valuation range from $1.3 trillion to $1.9 trillion. 
I would not subscribe to SpaceX at a valuation range of $1.75 trillion to $2.0 trillion. Rather, you could purchase Samsung Electronics (005930 KS) at a P/E of 7x, instead.


United States

Broadcom Corporation provides integrated silicon solutions that enable broadband digital data transmission of voice, data, and video content to the home and within the business enterprise.  The Company designs, develops, and supplies integrated circuits for cable set-top boxes, cable modems, high-speed networking, direct satellite and digital broadcast, and digital subscriber line.

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Broadcom Corp Cl A (BRCM US)

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

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

Semiconductor Revenues On-Trend for August

At the beginning of October WSTS released its worldwide semiconductor revenue compilation for August. The semiconductor market is in a period of...

Jim Handy

After the Collapse: Semiconductors Enter the Next Phase

This SmartKarma Insight provides a current view of the semiconductor industry's status, benchmarking today's market status against a typical...

Jim Handy

SpaceX IPO Valuation Analysis

Mirae Asset Securities' 2nd subscription round for SpaceX IPO on Monday was fully subscribed in less than two minutes, following a first-round...

Douglas Kim

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