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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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. ...
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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....
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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....
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Circuit Fabology H Share Listing (9630 HK): The Investment Case
Circuit Fabology, a leading Chinese lithography equipment manufacturer, has launched an H-Share listing to raise US$409 million. In this note, I...
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