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20 Nov 2024 12:41

For Its WFE Q324 Season Finale, AMAT Returns ASML's Favour & Sinks Semis Yet Again

AMAT's so-so quarter & outlook tanked semis as earnings season ends, just like ASML did when it began. Most WFE share prices are now back at early...

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18 Nov 2024 12:42

SUMCO Despairs On Legacy Rebound, EVs, China, Visibility Etc...

There isn't much point in speculating about things we don't understand. We don't know whether it is a slow recovery or if there won't be a...

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18 Nov 2024 08:30

2025 High Conviction Idea: Gold

Gold prices have staged multi-year breakouts in multiple currencies, indicating a long-term bullish outlook. It's also on the verge of staging...

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Cam Hui
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17 Nov 2024 13:52

Silicon Wafers Q324 Area Shipments, Revenue, EBIT, Outlook & More

Q324 silicon wafer area shipments in 3,214 MSI , +5.9% QoQ & +6.8% YoY. Top 4 revenues $2.5 billion, +0.5% QoQ & + 6.5% YoY. Top 4 EBIT $337...

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15 Nov 2024 02:25

# 71 India Insight: Tata Comm Divest Business, LTI Innovation Hub, Tata Motors Separates PV Business

​Tata Communications sells ATM business, Tata Motors to separate vehicle segments, LTIMindtree opens innovation hub in Houston.

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