TSMC – First Details of Japanese Investment Emerge
Sony is considering jointly investing in a new $7bn manufacturing facility with TSMC. These are the first details to emerge regarding the TSMC...
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August Semiconductor Revenues Break Records Once Again
Once again the semiconductor market has set a new revenue record. Just-reported August revenues make it the highest month in history. There's no...
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Semiconductors Continue Surprise Strength
Semiconductor revenues in July were 29% higher than the prior year and the market set a new record. Will this continue? Yes, for a while, but...
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Asia Shorts: Shenzhou, Xiaomi, BABA, BYD, Renesas, Shionogi, Freee, Celltrion, LGD, Novatek, Wan Hai
The Insight looks at movements in short interest across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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June Semiconductor Revenues Reach New Record
Semiconductor revenues are breaking historic records. Can this trend continue? Trend analysis indicates that it should end. We will be watching...
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