Samsung's 7nm EUV Yield Issue: Trigger for Americanizing?
We now have 7nm EUV yield issue at Samsung. Digitimes has put out two reports on this. Samsung quickly denied it as saying that there is no yield...
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The Week That Was in ASEAN@Smartkarma - Philippines Economy, Small Cap Singapore, and Bank Danamon
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
446 Views
AEM (AEM SP): Strong 1H19 and Increased FY19 Guidance Leave AEM Trading at Less than 1x FY19 Sales
AEM reported solid 1H19 figures which beat consensus estimates. Management, for the second time in 2019, raised its FY19 sales guidance to 265-280M...
548 Views
Beijing’s Setback in Putting Genie Back in the Bottle;Market Cheering on the Unlikely Trump-Xi Deal
When we post pictures of the massive protests in HK over the last few weeks on WeChat Moments, often mainland Chinese contacts ask, “Where is...
454 Views
April Semiconductors Down Again, 14.6% Year/Year
The World Semiconductor Trade Statistics (WSTS) reveal that monthly semiconductor revenues for April were 14.6% below those of April 2018. This...
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