Semiconductor Revenues Collapsing, As Anticipated
On April 1 the World Semiconductor Trade Statistics were released illustrating, as we anticipated, that a full-blown collapse is underway. This...
584 Views
U.S. Equity Strategy:Â Upgrading Equal-Weight Energy Sector; Semis Are Leading Tech
Of the ten items highlighted in last week’s Compass that we would like to see in order to turn more bullish, two have happened -- equal-weighted...
730 Views
Apple Settles With Qualcomm As Intel Throws In The Towel On 5G Smartphone Modems
On the very first day of the landmark jury trial between Apple and Qualcomm over long-running patent licensing issues, the two companies quietly...
763 Views
China's New Semiconductor Thrust - Part 3: Market Size and Impact to Competition
China's current efforts to gain prominence in the semiconductor market targets memory chips - large commodities. This three-part series of...
809 Views
China's New Semiconductor Thrust - Part 2: Commodities as a Quick Path to Success
China's current efforts to gain prominence in the semiconductor market targets memory chips - large commodities. This three-part series of...
734 Views