PC Partners (1263 HK): Better Times Ahead as Data Center Operations Are New Growth Engine
PC Partner (1263 HK) has been an extremely volatile 'beast' over the past 24 months. Last year the share price peaked at 7.5 HKD while it currently...
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Semiconductor Sales Trends, Analysis & Forecast Q3 2019. Plus A Surprising Fact.
Global semiconductor sales for the month of July remained firmly entrenched back at levels last seen over two years ago. While there was modest MoM...
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Intel's 10nm Launch Raises More Questions Than It Answers.
On August 1, 2019, Intel finally launched the first of its long-delayed 10nm products, a tranche of mobile CPUs, code-named Ice Lake, and...
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GLOBALFOUNDRIES Sues TSMC. Seriously?
On August 26, 2019, GLOBALFOUNDRIES (GF), filed multiple lawsuits in the U.S. and Germany alleging that semiconductor manufacturing technologies...
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U.S. Equity Strategy: Growth And Safety Are The Plays To Stay With
The S&P 500 continues its march higher, however the troops have been unable to keep up with the generals and with this is an ounce of concern....
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