How Economics Will Undermine Intel's Processor Dominance
Intel's dominance of the processor business is threatened, not because of any technological issues, but because market economics are moving in a...
110 Views
Q1 Semis Up 6.9% Y/Y, but COVID Not Yet Factored In
First quarter semiconductor revenues were reported to be up 6.9% from one year-ago but down 3.9% from the fourth quarter. This positive news...
170 Views
Xiaomi (1810 HK): Chip Market Suggests Worse Smartphone Sales Than Q1 Under Huawei’s Attack
Xiaomi’s smartphone shipment decreased 35% YoY in 1Q2020. The company became the weakest smartphone producer among the top five brands in China in...
269 Views
AEM Holdings (AEM SP): No Covid-19 Impact; 2020 Will Be a Record Year; 3.7 SGD Fair Value Remains
AEM Holdings (AEM SP) posted stellar 1Q20 results and maintained its 2020 guidance. The margin improvement was simply stunning as NPM doubled from...
738 Views
February Semiconductors Show Onset of COVID-19 Decline
The SIA released WSTS semiconductor revenues for February. While there was a small decline attributable to COVID-19, it is clear that February's...
366 Views