Buy the Chip Equip Dip
The capital equipment space offers moats and growth at favorable prices.In April 2016, we published a report on the wafer fabrication equipment, or...
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Samsung Earnings Call Leaves Cause to Worry
Samsung's October 31 earnings call should give investors reason for concern since management appears not to understand the basis for semiconductor...
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The Semiconductor Review August 2018
From China's YMTC making a splash a the annual Flash Memory Summit with its reveal of a new "Xtacking" approach to building 3D NAND to Huawei...
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Semiconductor Wafer Fab Equipment Sector Review, Outlook Q2 2018
The semiconductor WFE segment experienced a record year in 2017, one which finally saw it eclipse the $48 billion spending achieved seventeen years...
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Lithography Leader ASML's Latest Record Results & Outlook Reinforces A Virtually Unassailable Moat
Dutch lithography giant ASML last month recorded its strongest quarter ever with revenues of €2.74 billion, up 30.4% YoY. ASML leads the wafer fab...
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