Buy the Chip Equip Dip
The capital equipment space offers moats and growth at favorable prices.In April 2016, we published a report on the wafer fabrication equipment, or...
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Semiconductor WFE Outlook. Things Just Got Really Ugly
SEMI, the global industry association serving the manufacturing supply chain for the electronics industry, published three different forecasts for...
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Samsung Earnings Call Leaves Cause to Worry
Samsung's October 31 earnings call should give investors reason for concern since management appears not to understand the basis for semiconductor...
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US Export Ban On China's Jinhua. Winners & Losers.
On Monday October 29'th last, the US Department Of Commerce announced that it was taking action to restrict exports to Fujian Jinhua Integrated...
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Semiconductor WFE Billings Fall For A Third Consecutive Month. Pullback Or Catastrophic Correction?
North America-based manufacturers of semiconductor equipment posted $2.24 billion in billings worldwide in August 2018 according to this report...
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