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...
411 Views
US-Huawei Battle Likely to Harm US Business
The US Department of Commerce has revised its Foreign-Produced Direct Product Rule and the Entity List in an attempt to further undermine Huawei. ...
184 Views
Semiconductor WFE. Supply Constrained For Now With An Upbeat Outlook For CY 2020 Overall
With Applied Materials (AMAT US)'s report last week, first quarter results are now complete for the top 5 semiconductor WFE companies globally....
125 Views
COVID-19 & Semiconductors: Profit Warnings Piling Up Ahead Of Earnings.
During the most recent earnings season, most semiconductor companies noted only relatively minor impact to their forecasts for the current quarter....
339 Views
ASMPT's Disconnect With ASM NA
Asm International Nv (ASM NA) is estimated to be trading at a 23% discount to NAV, off its recent narrowest of 15% last month, but elevated with...
425 Views