Smartkarma Originals
China Semiconductor Progress & Opportunities Review 2020
Since the launch of China's ‘Made in China 2025’ strategic plan in 2015, billions of dollars have been invested to bolster the country's...
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Mcnex - A Leading Producer of Camera Modules for Smartphones and Autos
Mcnex Co Ltd (097520 KS) is a leading Korean manufacturer of camera modules for smartphones and autos. Our base case valuation for the company is...
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November Semiconductor Stats Good, But China Inventory Build May Be Misleading
Monthly chip revenues declined slightly in November, according to the SIA. This SmartKarma Insight examines recently-reported industry revenues to...
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Sony Struggles to Keep Up with Soaring Demand for Image Sensors for Smartphones
It was reported by Bloomberg that Sony is struggling to keep up with demand for its image sensors despite the company ramping up its production...
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2020 High Conviction: Memory Chip Makers
2020 will experience a turnaround in semiconductor revenues, especially its most volatile (and largest) sector: memory chips. This turnaround will...
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