King Yuan Electronics Co(2449 TT) - Time To Buy On Robust Demand For 5G, AI, and CMOS Image Sensor
In my previous report, "It's The Year Of The "MOUSE", our top investment themes for the Year of the Mouse are: Medical technology, Opportunity,...
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Semiconductors in April: COVID Impact Still Small
The SIA has released April's semiconductor shipment numbers, and they look positive enough. There is still considerable uncertainty both from the...
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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...
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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...
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Lockdown To Accelerate WiFi 6: A Threat to Anticipated 5G Deployment?
In ‘ Will 2020 See Successful Deployment of 5G? ’, we looked at the 5G development process, stating that we expect successful deployment to be...
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