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...
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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...
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Upcoming Micron Earnings Call: What to Expect
Micron Technology's quarterly earnings call will occur in a couple of days. This Smartkarma Insight looks at what the company is likely to say...
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TSMC Under Pressure to Build a Plant in the US; but Not Likely to Happen Anytime Soon
A protracted trade war aimed at China and the outbreak of the COVID-19 pandemic have caused many companies to move their production facilities...
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WSTS Reports Slowing Chip Decline
WSTS, the agency that tracks monthly semiconductor revenues, reported this week that the decline of the semiconductor market has continued to slow...
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