SG Micro H Share Listing (3661 HK): Valuation Insights
SG Micro, a leading analog IC company in China, has launched an H Share listing to raise US$587 million. In this note, I discuss the H Share...
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WSTS Reports Slowing Chip Decline
WSTS, the agency that tracks monthly semiconductor revenues, reported this week that the decline of the semiconductor market has continued to slow...
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Silergy (6415.TT): Price Increase Effective July 1st.
Silergy Corp follows Texas Instruments in raising IC prices, with automotive PMICs and server products driving the increase. Products require two...
163 Views
Composing the 2020 Semiconductor Forecast
Objective Analysis recently updated its 2020 semiconductor forecast. We are calling for the market to see zero growth at best, but our model...
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Smartkarma Originals
China Semiconductor Progress & Opportunities Review 2020
Since the launch of China's ‘Made in China 2025’ strategic plan in 2015, billions of dollars have been invested to bolster the country's...
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