US Said No on Aixtron After Taiwan Delayed on PT/Chipmos Acquisition; Any Way Out for China?
Summary US said no on Aixtron US acquisition: U.S. President issued an order prohibiting Grand Chip buying Germany’s LED equipment vendor...
361 Views
N.A. Semiconductor Equipment BB Ratio to Four Year Low - Sign of a Downturn?
Summary BB ratio down to 0.91 for the first time in four-year and below parity in 11 months: North America-based manufacturers of semiconductor...
397 Views
Trump's Election Raises Visa Concerns for IT Service Providers, but Workarounds Exist
For some IT services investors, Donald Trump’s election as U.S. president has been a cause for consternation, as the industry is unsure of his...
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How Will Trump Shape up the Global Technology Industry in Next Four Years?
Summary Raising the import tariffs on technology products: The new Trump government might raise the import tariffs on technology products to stop...
335 Views
Reasons Why DRAM Price Might Be Better than NAND in 2017
Executive summary DRAM spot price much stronger than NAND's in 4Q16: After over 10% hike in DRAM/NAND spot/contract price in 3Q16, we see another...
458 Views