Semiconductor Revenues Collapsing, As Anticipated
On April 1 the World Semiconductor Trade Statistics were released illustrating, as we anticipated, that a full-blown collapse is underway. This...
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Korea M&A Spotlight: SK Hynix to Acquire Magnachip's Foundry Business?
On April 22nd, it was reported that SK Hynix Inc (000660 KS) is interested in acquiring Magnachip's foundry business. In 2017, SK Hynix launched...
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Apple Settles With Qualcomm As Intel Throws In The Towel On 5G Smartphone Modems
On the very first day of the landmark jury trial between Apple and Qualcomm over long-running patent licensing issues, the two companies quietly...
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China's New Semiconductor Thrust - Part 3: Market Size and Impact to Competition
China's current efforts to gain prominence in the semiconductor market targets memory chips - large commodities. This three-part series of...
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The Week that Was in ASEAN@Smartkarma - Philippines & China, Vietnam Rising, and Asian Asset Quality
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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