Hana Materials IPO Summary - Strong Captive Market (Tokyo Electron) & Promising New Market (Samsung)
Hana Materials is a silicon manufacturing company. The company’s silicon products are mainly used in semiconductor production equipment. In fact,...
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Semi-Equipment Top Pick: Â Long Term Secular Winner
In sweet spot of semiconductor equipment spending. More than 50% of wafer fabrication equipment ('WFE') spending is in deposition and etch, which...
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Investment Opportunity from Samsung's 3D NAND Supply Chain: Wonik IPS & TES
I'd like to recommend investors to closely watch Samsung's 3D NAND supply chain. Why? It is mainly because Samsung is the only one that is...
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Analysts Query Scope in KLA-Tencor/Lam Research Antitrust Review
Last month’s second request from the Department of Justice in the KLA-Tencor/Lam Research deal could mean a prolonged regulatory review ahead for...
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Technology Observer:Â When the Chips Are Down, Bet on Capital Equipment Firms
More than Just Moore’s Law Building semiconductors is like playing Russian roulette. You put a gun to your head, pull the trigger, and find out...
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