Does Micron's Lower Guidance Mean Doom for Tech?
Does Micron's reduced guidance imply that the semiconductor market is about to fall? Not quite, as today's weakness is limited to the consumer...
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GEM Weekly (20 May 2022): Chinese Macro and Monetary Easing; Reliance, Infosys, TSMC, Huawei
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
492 Views
Semiconductor Revenues Remain Well Above Trend
Semiconductors are 45% above their long-term revenue trend. This is poised to continue for the near term, but a big change will occur further out.
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November Semiconductors Once Again Set Records
The semiconductor market once again set records in November, with 2021 revenues and unit shipments out-stripping all prior record years in its...
578 Views
2022 High Conviction - Modest Semiconductor Growth
Can today's semiconductor revenue growth continue, or will the market undergo another collapse? Objective Analysis calls for 6% growth, and shows...
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