Circuit Fabology H Share Listing (9630 HK): The Investment Case
Circuit Fabology, a leading Chinese lithography equipment manufacturer, has launched an H-Share listing to raise US$409 million. In this note, I...
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Semiconductor WFE Spending & Net Income Rebound Strongly In Q3 2019
Semiconductor WFE billings rose by 11.57% in Q3 2019 in a robust reversal of a downward trend that has persisted since Q2 2018. In sharp contrast...
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WSTS: Semiconductor Sales Grow Month/Month
WSTS (through the Semiconductor Industry Association - SIA) has announced that October semiconductor revenues increased to $36.6 billion, up 2.9%...
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U.S. Equity Strategy: Value and Small-Caps Appear to Be on the Cusp of Major Bullish Moves
 As we write this, fears of a reprisal attack by Saudi Arabia are being priced into the markets. Oil is surging on the back of the largest ever...
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Semiconductor WFE Outlook. Things Are Worse Than They Appear And Won't Get Better Any Time Soon.
In the wake of the latest round of earnings reports, a clearer picture of the semiconductor WFE sector is emerging and it's not pretty. While the...
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