Weekly Innovation Review (WIRE) #35
Headline Developments It’s a big edition this week, so settle in!Elon Musk’s Boring Company (private) broke ground this week,...
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Weekly Innovation Review #33
Headline Developments China is looking to continue its rout on crypto, pushing for the suspension of some crypto mining operations late last week. ...
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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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PC Partner: Great Demand, but Limited Supply of GPU's Created Mixed 2021 Outlook
Pc Partner reported solid FY20 results. During last week's earnings call the company explained industry dynamics are mixed and result in us...
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