U.S. Equity Strategy: S&P 500 A Coiled Spring
Our view remains bullish as long as the S&P 500 is above the 2940-2980 support zone and we suggest buying any dips. Additionally, 3076 is a...
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Intel. How Should We Interpret Jim Keller's Untimely Departure?
Overnight Intel announced the resignation of Jim Keller  effective June 11, 2020, due to personal reasons. Keller is a world-renowned chip...
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Spring WSTS Semiconductor Forecast Gives Mixed Outlook
The Spring WSTS semiconductor forecast has been announced and it is very similar at the top-line level to the organization's Autumn forecast...
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China Internet Weekly (8Jun2020): AMD Said Not to Buy AMD on Pinduoduo.
AMD (AMD) claimed they had not authorized Pinduoduo (PDD) to sell any of their products. Kuaishou, the second largest short video app in China,...
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Semiconductors in April: COVID Impact Still Small
The SIA has released April's semiconductor shipment numbers, and they look positive enough. There is still considerable uncertainty both from the...
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