Global Equity Strategy: Buy the Dips
Despite recent weakness across global markets, our weight of the evidence approach continues to lead us to the same conclusions as we posited in...
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Composing the 2020 Semiconductor Forecast
Objective Analysis recently updated its 2020 semiconductor forecast. We are calling for the market to see zero growth at best, but our model...
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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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WSTS: Semiconductor Sales Grow Month/Month
WSTS (through the Semiconductor Industry Association - SIA) has announced that October semiconductor revenues increased to $36.6 billion, up 2.9%...
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BYD’s Game Plan: Plans to IPO Its Electronic Component Unit (ECU)
According to news from Bloomberg, BYD Co Ltd (002594 CH) is planning to put its ECU unit up for an IPO. The ECU produces power management devices,...
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