Global Semiconductors: Consolidation, but Active Funds Remain Well Invested
Allocations in Semiconductor stocks have seen tremendous growth over the past 3 years. Whilst ownership growth has slowed, exposure remains high.
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March Semiconductor Sales Up Yet Again
The SIA reported very positive semiconductor revenues for the first quarter, but leading indicators show that a correction has begun. This Insight...
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February Semiconductor Revenues Remain Impressively Above Trend
What is driving the current boom in semiconductors? An ongoing shortage, which is driving striking price increases, leading to record revenues. ...
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January Semiconductors Up 13.2% Y/Y
Semiconductor revenues broke records in both December and January, and the business seems poised to continue to fare very well over 2021. This...
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Japan Quake and Chip Shortages, Tough on Auto?
Will Saturday's Japan earthquake further disrupt the semiconductor supply chain? Early reports seem tame enough, but automobile manufacturers are...
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