Micron Posts 2nd-Best-Ever Quarter. Outlook Positive
While Micron announced its second-highest quarter ever, the outlook for the following quarter is down. Still the CEO expects a banner fiscal...
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Does DRAM Need EUV?
Is EUV really necessary for DRAM? Samsung thinks so, while Micron disagrees. Whoever wins will enjoy a lower cost structure than the other. ...
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Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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Semiconductors Continue Surprise Strength
Semiconductor revenues in July were 29% higher than the prior year and the market set a new record. Will this continue? Yes, for a while, but...
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EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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