Semiconductor Wafer Fab Equipment Sector Review, Outlook Q2 2018
The semiconductor WFE segment experienced a record year in 2017, one which finally saw it eclipse the $48 billion spending achieved seventeen years...
627 Views
StubWorld: The Demand for ASM Intl's Front-End; Takara's Spending for Spending's Sake
This week, with Asm International Nv (ASM NA) trading at an extreme level to ~25%-held Asm Pacific Technology (522 HK), is now the time to go long...
683 Views
APTC (089970): IPO Valuation Study
Below is the regulatory filing for the APTC Co Ltd (089970 KS) IPO. Link: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20180802000306 For more...
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APTC IPO Preview (Part 1): Beneficiary of SK Hynix's Localization of Semiconductor Equipment
Adaptive Plasma Technology Corp (APTC Co Ltd (089970 KS)) IPO is expected to be completed in the Korean stock market in August. This is one of the...
506 Views
A Semiconductor Downturn's Coming, But How Bad Will It Be?
During June three important semiconductor forecasts were released. While one predicts growth through 2019, the other two agree that a downturn is...
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