The War on Huawei, Its Impact on TSMC, and the Invincible Spanish Armada
Huawei is one of the largest telecom equipment companies in the world and it is also one of the top customers of Taiwan Semiconductor Manufacturing...
584 Views
China Strategy of Promising to Buy Stuff Just Might Work on Trump as He Looks for an Easy “victory”
US-China trade negotiations are focusing on the easy parts to avoid truly difficult discussions on thornier structural issues. Beijing is trying...
398 Views
2019 Semiconductors: 5%+ Decline
An earlier post outlined the general direction of the Objective Analysis 2019 forecast but didn't provide any numbers. In this post I explain the...
833 Views
Intel. Dogged By Headwinds In The Year Of The Pig
Intel's fourth quarter 2018 results last week missed on earnings to the tune of $360 million. That, combined with a tepid outlook for 2019 YoY...
561 Views
Ebang IPO Preview: Balance Sheet Indicators Point to a Significant Slowdown
Ebang (EBANG HK)Â is a Chinese designer of bitcoin mining machines which are sold under the Ebit brand. Ebang refiled its draft prospectus with HKEX...
570 Views