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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U.S. Equity Strategy: Positive Outlook Intact; Tech Leading
The S&P 500 is working through 2,817 resistance and our technical work continues to support an overall positive outlook. As markets improve in...
743 Views
Autonomous Driving Fuels Our CES 2019 Public and Private Company Takeaways
Intel Corp (INTC US), STMicroelectronics NV (STM IM), Qorvo Inc (QRVO US), and Qualcomm Inc (QCOM US) remain attractively priced.AV, Artificial...
596 Views
TSMC May Have Another New Customer. Intel.
Taiwan Semiconductor has a 56% share of the global semiconductor foundry market making it more than five times larger than its nearest competitor,...
805 Views
Voice - The Next Big Computing Platform
Voice is set to become the next big computing platformMany of us will be talking increasingly to machines. Products such as smartphones, in-car...
490 Views