Smartkarma Originals
A Bear Investment Case for TSMC (In-Depth Version)
From end of 2008 to end of 2017, Taiwan Semiconductor Manufacturing Company (TSMC) (2330 TT) had a remarkable run with the share price up more...
2.9k Views
Are Chip Oligopolies Real?
In the semiconductor industry, particularly in the DRAM sector, there has been significant consolidation leading some to hypothesize that there's...
823 Views
Forecasting the Semiconductor Market
This is the time of year that Objective Analysis releases its semiconductor forecast. This post is based upon a video posted on the WeSRCH website...
1k Views
Micron's Guidance Bombshell Signals Troubled Times Ahead For Beleaguered Semiconductor Segment
After months of skirting around inventory build-up and a weakening demand outlook, Micron used their latest earnings report to call closing time on...
998 Views
Buy the Chip Equip Dip
The capital equipment space offers moats and growth at favorable prices.In April 2016, we published a report on the wafer fabrication equipment, or...
822 Views