Why Commodities Drive the Semiconductor Cycle
The semiconductor industry is undergoing a collapse, as it does every few years. Investors who understand why this occurs, and how it hits certain...
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AMD. Soaring On Debut Computex Keynote & Impressive Roadmap Announcements.
Advanced Micro Devices delivered their first ever keynote at Computex 2019 in Taipei yesterday, a fitting tribute for the company's 50'th...
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Exploring Memory Companies' Inventory Write-Downs
During the latest round of memory manufacturer earnings calls only three companies wrote down their inventories: Western Digital (WDC), Intel, and...
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Memory Makers' Earnings Calls - Down Again
Recently Intel, Samsung, SK Hynix, and Western Digital hosted their quarterly earnings calls. This post compares the similarities and...
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The Week that Was in ASEAN@Smartkarma - Trade War Winners, Indonesian Hospitals, and Thailand M&A
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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