Global Equity Strategy: Growth Over Value
We continue to see coronavirus concerns as helping correct the excess bullish sentiment across global equity markets in the short-term....
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Smartkarma Originals
China Semiconductor Progress & Opportunities Review 2020
Since the launch of China's âMade in China 2025â strategic plan in 2015, billions of dollars have been invested to bolster the country's...
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Silicon Wafers Q3 2019. LTAs & Joint Investments Are Fixing Some Problems But Creating Others
Long Term Agreements (LTAs) signed as silicon wafer shortages worsened back in late 2017 have thus far helped wafer manufacturers survive the worst...
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Japan's Second Round of Export Restrictions Against Korea: 4 Candidate Products
The whitelist lifting means that Japan is now able to export restrict about 1,200 materials/products to Korea. It is expected that Japan will...
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Silicon Wafer Manufacturersâ Share Price Performance Diverges from Supply Demand Situation
Between writing our piece, The Fiasco That Is the Silicon Wafer Shortage to Continue Well into 2018 and Beyond, and now, there hasnât been much...
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