Taiwan Short Interest - Further Increase in Shorts
Total short notional in Taiwan stocks is TWD 269,991 mm (~US$8.66 bn) as of yesterday's close and has increased by TWD 10.28bn (~US$330mm) for the...
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Global Equity Strategy: Not Too Bullish, Not Too Bearish
Despite several indexes recently touching new 52+ week highs, broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remain near logical...
476 Views
Micron's Views Vs. Semiconductor History
Micron's projections for an increased memory share of total semiconductor revenues need to be reviewed in the light of history, which shows that...
313 Views
Learnings From The History Of Memory Part 3- The Amazing Resurgence of NOR Flash
After peaking at just over $8 billion in 2006, NOR Flash revenues have been declining ever since and in 2016 amounted to just over $2 billion. This...
365 Views
Learnings From The History Of Memory Part 1 - China's DRAM Dreams
Memory, both DRAM and NAND, are currently in a super-cycle characterized by tight supply and rising prices. Commentators are divided as to whether...
526 Views