How Economics Will Undermine Intel's Processor Dominance
Intel's dominance of the processor business is threatened, not because of any technological issues, but because market economics are moving in a...
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Asia Short Interest Weekly - Consumer Discretionary Shorts Increase in HK & Japan
The Asia Short Interest weekly that looks at moves in market wide short interest and highlights moves in stock specific short interest across Hong...
176 Views
Q1 Semis Up 6.9% Y/Y, but COVID Not Yet Factored In
First quarter semiconductor revenues were reported to be up 6.9% from one year-ago but down 3.9% from the fourth quarter. This positive news...
179 Views
TSMC's Curious Decision To Build A Fab In The US Is Largely A Box-Ticking Exercise.
Following a report in the Wall Street Journal yesterday, TSMCannounced this morning their intention to build a state of the art fabrication...
310 Views
Apple to Move One-Fifth of Its IPhone Production to India from China
It was reported by several news media outlets that Apple could be planning to produce up to US$40bn worth of smartphones and other products in...
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