Silicon Wafers for Semiconductors - Ugly Duckling Turns Golden Goose
After a decade-long period of declining ASP's, the price of silicon wafers bottomed out in mid-2016 and has been on an upward trajectory ever...
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A Brief Analysis Of The Current Semiconductor Growth Cycle
The semiconductor sector has grown at a remarkable pace for the past nine months and there’s little sign of it slowing down anytime soon. In June...
787 Views
The Week That Was in NorthAsia@Smartkarma: OLED, ADAS, BWs, ICs, FA, and SAAR
In this week's The Week that was in NorthAsia@Smartkarma, we saw 30+ fundamental, event-driven, or IPO/ECM-related insights for the week in Japan...
183 Views
4063 JP (Shin Etsu) - 25%+ Upside in the Pipeline
WEEKLY KEY ELEMENTSIndicators are bullish. Only Fibo resistance to watch at 10230PREFERRED CASEBullish above 9174 to 12700. 10230 surpassed will...
214 Views
Valuations May Prove Key As Early Japanese Results Highlight Sell-Side Optimism
Although it isn't necessarily the case that the earlier a Japanese company reports its earnings, the better run it is, there's no real surprise...
283 Views