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...
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Semiconductor Memory Prices Continue to Fall
My prior posts have alluded to semiconductor memory price falls for DRAM and NAND flash. This post provides graphic evidence that this fall is...
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Jinhua & UMC Issue Separate & Curious Responses To US Assertions Of IP Theft & Economic Espionage
Jinhua and United Microelectronics Corp, the two companies indicted last week by the US Department of Justice (DOJ) for IP theft from Micron, both...
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Samsung Earnings Call Leaves Cause to Worry
Samsung's October 31 earnings call should give investors reason for concern since management appears not to understand the basis for semiconductor...
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China's Semiconductor Plans Unravel As US DOJ Indicts Jinhua & UMC For IP Theft.
On November 1'st, the US Department of Justice (DOJ) issued indictments against United Microelectronics (UMC), Fujian Jinhua Integrated Circuit...
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