Applied Materials to Acquire Kokusai Electric; The Businesses Complement Each Other Well
Applied Materials (AMAT US) on Monday (01st July 2019) announced that it is to acquire all outstanding shares of Japanese peer Kokusai Electric in...
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Semiconductor WFE Outlook. Things Are Worse Than They Appear And Won't Get Better Any Time Soon.
In the wake of the latest round of earnings reports, a clearer picture of the semiconductor WFE sector is emerging and it's not pretty. While the...
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Lasertec (6920 JP): Pricing in Long-Term Growth
Lasertec hit a new high in the semiconductor stock rally that followed Micron Technology's March 20 earnings call. On Friday, March 22 (March 21...
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Semiconductors Are Breaking Out -- Add Exposure/Overweight
Relative strength for the PHLX Semiconductor index began a bottoming process in November of 2018. In mid-December. Since then we have expanded our...
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U.S. Equity Strategy: Positive Outlook Intact; Tech Leading
The S&P 500 is working through 2,817 resistance and our technical work continues to support an overall positive outlook. As markets improve in...
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