Renesas: Surges 10% on Positive Nikkei Interview with CEO Suggests Solid M&A Knowhow
After its share price lost two thirds of its value over the last year Renesas Electronics (6723 JP) is surging today after a positive interview...
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Bearish Tech Stance Still Performing, as 5G Rollout Looms
‘The ‘Peak Smartphone’ theme justified an underweight stance back in Q4 across the most heavily exposed Asian supply chain stocks, with DDR4 DRAM...
359 Views
TSMC (2330 TT): A Generalist's Guide
Smaller, Faster, Cheaper, Denser has become the motto of the foundry industry. I think Daft Punk and the TSMC wafer fab technicians would...
1.5k Views
Semiconductors. Is the Bubble About To Burst?
Global semiconductor sales grew to an all-time record high of $412 billion in 2017 for a YoY increase of 21.6%. Of note is the fact that some 50%...
486 Views
NXP Semiconductor N.V. – Riding the Autonomy Wave
Although Nxp Semiconductors Nv (NXPI US) was left at the altar by Qualcomm Inc (QCOM US), the jilted bride has enough oomph left to attract other...
429 Views