Memory: No Longer a Sharp Price Hike in 2H17 and Investors Might Return in 1H18
Summary No longer a sharp price hike in 2H17: We estimate memory contract price increase of 4-6% q/q in 3Q17 and attribute the stronger DRAM...
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Micro-Mechanics: Riding the Global Semiconductor Cycle; Solid FY17 Results
My first insight on SmartKarma was on Singapore small-cap Micro Mechanics (Holdings) Ltd (MMH SP). Since late February the stock (including...
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A Brief Analysis Of The Current Semiconductor Growth Cycle
The semiconductor sector has grown at a remarkable pace for the past nine months and there’s little sign of it slowing down anytime soon. In June...
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ASMPT Placement: Parentco Selling After Four Years, Optimism Priced-In?
ASM International NV (ASM NA) is selling US$270m of Asm Pacific Technology (522 HK) shares after market close today. This represents 5% of ASMPT's...
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Semi-Equipment Top Pick: Long Term Secular Winner
In sweet spot of semiconductor equipment spending. More than 50% of wafer fabrication equipment ('WFE') spending is in deposition and etch, which...
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