SG Micro (圣邦微电子) A+H Pre-IPO: Early Thoughts
SG Micro is seeking an A+H listing. In this note, we look at the company's business, its industry context and provide our early thoughts on valuation.
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Silergy (6415.TT): Demand of PMIC IC Shall Be Uprising Since 2H26
Silergy's share price drops 10% due to recent rally correction, tight supply indicated by price increases from UMC US, Vanguard Intl...
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April Semiconductors Down Again, 14.6% Year/Year
The World Semiconductor Trade Statistics (WSTS) reveal that monthly semiconductor revenues for April were 14.6% below those of April 2018. This...
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Why Commodities Drive the Semiconductor Cycle
The semiconductor industry is undergoing a collapse, as it does every few years. Investors who understand why this occurs, and how it hits certain...
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Smartkarma’s Week That Was in JP/KR: -0.3% GDP Growth, Intel's Warnings, & The Next Joker?
KOSPI is up 7% YTD and Nikkei is up 11% YTD. South Korea reported horrible GDP data in 1Q19. It was reported in the past week that South Korea's...
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