SIA: Semiconductors Up for Fourth Consecutive Month
The semiconductor industry seems to be starting another cycle, with revenues increasing for the past four months. This Insight compares past...
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Chinese EV's and the Lagging Edge Price War
Prices cuts imply price wars, Western chip subsidies are against strategy spending in China. Full stack margin at Chinese Automotive makers means...
471 Views
Auto Semiconductor Earnings, Testing, Semicap
A partial earnings recap of companies so far this week: grouped by categories Simo and Maxlinear are going to be in a separate note. It’s too...
426 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...
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Where Are We in the Semiconductor Cycle?
Will the semiconductor market turn around? Revenues are likely to regain modest growth in the fourth quarter, but profits shouldn't return until...
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