2022 High Conviction - Modest Semiconductor Growth
Can today's semiconductor revenue growth continue, or will the market undergo another collapse? Objective Analysis calls for 6% growth, and shows...
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Korea M&A Recap in 2021 - A Leapfrog Year
2021 has been a leapfrog year in terms of major M&As in Korea. Some of the largest M&A deals in 2022 could include Hanon Systems, Bodyfriend,...
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Micron Bullish After Strong Showing, Counter to Certain Forecasts
Micron announced its earnings December 21. After a strong quarter the company has an outlook for continuing strength. Why is this when certain...
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EM Tech Allocations Blast Through All-Time Highs
Allocations in EM Tech stocks among active Global EM investors rallied to all-time highs last month. Average allocations hit 23.49% following...
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October Semi Revenues Released: Even Farther Above Trend
October semiconductor revenues set a record once again, making the 2021 semiconductor market one to remember. A collapse appears unlikely in the...
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