Are Semiconductors Finally Recovering?
The chip sector is beginning to recover with rising memory prices and six consecutive months of above-average revenue growth, suggesting the onset...
687 Views
Is China's Boycott of Germanium Gallium to the US Meaningful?
Although China has threatened to boycott shipments of germanium and gallium to the US, the impact of such a move is likely to be very small. This...
579 Views
Nasdaq Rebalance, Nanya, Camtek, Nordic Semi, Aehr Test, and Positioning
A quick discussion of the companies that have reported so far, and my thoughts on the semiconductor stock space Pretty much the entire index is...
328 Views
Taiwan Tech Weekly: This Is a Major Earnings Week; Are We Entering a 2-Track Semiconductor Recovery?
TSMC & ASML results last week indicate that the cycle could be bottoming in 2Q23E for these leading firms... But are we entering a two-track...
409 Views
Softbank Group - The Most Important Number in Q2 Results May Be ARM Royalty Revenue
Recent semiconductor weakness is worrisome but results from TSMC are reassuring on the timing of an ARM IPO. We value ARM at $37bn v Softbank's $40bn.
496 Views