GlobalFoundries Pulls The Plug on 7nm & Gifts TSMC An Apple-Size Customer With AMD
In a surprise announcement on August 27'th, GlobalFoundries (GF) new CEO Thomas Caulfield announced that the company was putting its planned 7nm...
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Lithography Leader ASML's Latest Record Results & Outlook Reinforces A Virtually Unassailable Moat
Dutch lithography giant ASML last month recorded its strongest quarter ever with revenues of €2.74 billion, up 30.4% YoY. ASML leads the wafer fab...
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Global Ex-U.S. & EM Continue to Point to Risk-Off Environment
YTD sideways congestion for the MSCI ACWI ex-US and an intact downtrend for the MSCI EM index continue to point to a risk-off environment for...
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Intel Q2 2018 Earnings Call Review
Q2 2018 was arguably Intel's best quarter ever in what is shaping up to be the company's best year ever. In addition to increasing the full-year...
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EM Strategy: MSCI EM Approaching Resistance; India Breaking Out to New Highs -- Add Exposure
The MSCI EM index has recovered over the last couple of weeks and is now approaching a logical resistance level. We reiterate: avoid broad EM...
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