Micron Raises Guidance but What's Next?
Summary Micron raises guidance on higher DRAM ASP: Micron raised its 4Q16 sales guidance to US$3.925-4.025bn (up 22-25% q/q), increased its 4Q16...
210 Views
N.A. Semiconductor Equipment BB Ratio to Four Year Low - Sign of a Downturn?
Summary BB ratio down to 0.91 for the first time in four-year and below parity in 11 months: North America-based manufacturers of semiconductor...
262 Views
What Trump Means for Global Telcos
With markets trying to make sense of the election of President Trump, we have looked at the implications on the stocks we cover globally (the...
200 Views
Analog Chip Demand Still Cruising Along in Autos, but Valuations Are in Overdrive
In our August 2015 Technology Observer, "Driving Through the Fog Around Analog," we highlighted several key themes that investors should consider...
147 Views
Trump's Election Raises Visa Concerns for IT Service Providers, but Workarounds Exist
For some IT services investors, Donald Trump’s election as U.S. president has been a cause for consternation, as the industry is unsure of his...
183 Views