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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Samsung C/1P Trade: Capitalize on Unusual Price Movement Last Friday
We saw an unusual price movement last Friday on Samsung Electronics 1P shares as the 1P price got pressed down at the latter part of the day. It...
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Subjective Assessment of Current Situation Surrounding Samsung Restructuring
This post is about my subjective assessment of the current situation surrounding Samsung Group restructuring. Of course, I tried to gather as many...
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