Micron Earnings, SiTime, Consumer, and Applied Materials Insider Sale
High expectations for Micron, SiTime Spectrum-X (s/o Ian Cutress) and Consumer Bottoming, and thoughts on Semiconductors (Bearish!)
364 Views
Semiconductor WFE Q124 Revenues, China's Share & What Are They Doing With All Those Tools?
Global semiconductor equipment billings amounted to $26.4 billion in Q124, down 6% QoQ and down 2% YoY. China's annual WFE spending has roughly...
423 Views
Downgrading Europe to Market Weight; Europe Indexes Still Bullish (Price); Bullish Outlook Intact
Downgrading Europe to Market Weight $FEZ $STOXX; Europe Still Bullish From a Price Perspective; Bullish Outlook Intact on $ACWI $EEM; Supports...
501 Views
MV US Listed Semiconductor 25 Index Rebalance: US$1bn to Sell in NVIDIA
Capping changes in June result in an estimated one-way turnover of 5.2% and in a one-way trade of US$1.16bn. There is US$1bn to sell in NVIDIA and...
346 Views
GEMWeekly (7 Jun 2024): Chinese Tech Issue Convertibles; China, South Korea Macro; TSMC
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
339 Views