Ushio (6925 JP): Tie-Up with Applied Materials Adds to Long-Term Potential
Tie up with AMAT in advanced IC package substrate lithography increases gearing to next semiconductor up-cycle. Shares down 10% from December high,...
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Weekly Stock Bullfinder - Week of 12/18
Looking back, March 2023 presented a significant “wobble” to the U.S. Federal Reserve’s monetary policy tightening campaign as the sudden bank...
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Semiconductor Events Deserving Your Attention @6/12/23
Global semi sales for October 23 of $46.6 billion, +3.9% MoM, -0.7% YoY. Q323 semi WFE billings $25.6 billion, -11% YoY, -1% QoQ. China set to...
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Nvidia's China Problems, Applied Materials, and Microsoft's Accelerators
Nvidia surprised everyone with a boring result! Applied Materials is an overreaction. Nvidia’s quarter was surprising to me because it was boring.
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Semiconductors. The Downturn Is Over. Or Is It?
Despite the positives that PC and Smartphone markets are in recovery mode, semi sales growing MoM etc, multiple data points suggest we'll still be...
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