Semiconductors & COVID-19: Apple's Profit Warning Is Just The Tip Of A Very Big Iceberg
Apple's profit warning in relation to the impact of COVID-19 earlier this week came as little surprise. The company is doubly exposed to China, on...
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Semiconductor WFE Strong 2019 Finish And Double Digit 2020 Outlook, Albeit With A Coronavirus Caveat
On the back of robust billings in the fourth quarter, the semiconductor Wafer Fab Equipment (WFE) segment closed out 2019 on a comparatively high...
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ASML. Second Half Memory Recovery Is More Hope Than Expectation
ASML delivered Q4 2019 revenues of €4 billion, slightly ahead of expectations. FY 2019 revenues amounted to €11.8 billion, up 8% sequentially...
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WSTS: Semiconductor Sales Grow Month/Month
WSTS (through the Semiconductor Industry Association - SIA) has announced that October semiconductor revenues increased to $36.6 billion, up 2.9%...
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U.S. Equity Strategy: Up and to the Right
In this publication we outline our U.S. equity strategy, and provide a detailed analysis and actionable ideas within each of our 12 Sectors. The...
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