Semiconductor Industry Trends
This reports looks at the key trends driving stocks in the global semiconductor industry, identifying winners and losers.It is extracted from CM...
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Monthly Semiconductor Sales Reach $35 Billion Globally for First Time in August
On Oct. 2'nd 2017, the Semiconductor Industry Association (SIA) announced that worldwide sales of semiconductors reached $35.0 billion for the...
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Memory Channel Check Suggested We Might Be Wrong Earlier
What memory module vendors said?After a recent check with memory module vendors, we have concluded that we might be wrong or too conservative on...
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Micron - Will the Recovery Ever Reach the End?
Never ended recoveryMicron Technology Inc (MU US) reports 3Q17 sales growth of 10% q/q (reaching high end of earlier guidance) and 91% y/y to...
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Vermilion Macro Vision - U.S. Equity Strategy: Sector Commentaries with Recommendations
Our last strategy “Fake Moves” highlighted our view that the markets were showing no parallel to the “fake news” narrative and indeed provided a...
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