AEM: Strong 3Q19 & Increased Guidance; Fair Value Increased To 2.5 SGD as Intel TAM Grows
AEM Holdings (AEM SP) raised its guidance for the third time this year (latest FY19 revenue range: 305-315M SGD) as business with its key client...
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Intel. Record Q319 But Read Between The Lines For 2020 & Beyond.
Intel reported Q319 revenues of $19.2 billion, meaningfully above guidance of $18 billion, while raising FY2019 outlook by $1.5 billion to $71...
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SK Hynix Earnings Call Reveals Little but Bad News
A lot of worrisome news has recently been posted in advance of the SK hynix earning call this morning, but the call followed a time-tested formula,...
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Semiconductor Revenues On-Trend for August
At the beginning of October WSTS released its worldwide semiconductor revenue compilation for August. The semiconductor market is in a period of...
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Intel. Significant Price Cuts On High End Desktop Processors As AMD Ramps Up Competitive Pressure
As the competitive landscape between Intel and Advanced Micro Devices has slowly turned in the latter's favour over the course of the past two...
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