ASML: Transition to EUV Lithography Should Boost Company’s Top-Line and Margins
ASML (ASML NA) is the market leader in the semiconductor lithography segment with a share of about 85% and is the only maker of EUV lithography...
429 Views
Applied Materials to Acquire Kokusai Electric; The Businesses Complement Each Other Well
Applied Materials (AMAT US) on Monday (01st July 2019) announced that it is to acquire all outstanding shares of Japanese peer Kokusai Electric in...
497 Views
Semiconductor WFE Outlook. Things Are Worse Than They Appear And Won't Get Better Any Time Soon.
In the wake of the latest round of earnings reports, a clearer picture of the semiconductor WFE sector is emerging and it's not pretty. While the...
682 Views
Lasertec (6920 JP): Pricing in Long-Term Growth
Lasertec hit a new high in the semiconductor stock rally that followed Micron Technology's March 20 earnings call. On Friday, March 22 (March 21...
479 Views
Semiconductors Are Breaking Out -- Add Exposure/Overweight
Relative strength for the PHLX Semiconductor index began a bottoming process in November of 2018. In mid-December. Since then we have expanded our...
504 Views