Ferrotec (6890 JP) - Exciting Late Cycle AMAT Supplier
One of the punchier forecasts to have appeared in the last Japanese earnings season were those for Applied Materials Inc (AMAT US) supply chain...
225 Views
Monthly Semiconductor Sales Reach $35 Billion Globally for First Time in August
On Oct. 2'nd 2017, the Semiconductor Industry Association (SIA) announced that worldwide sales of semiconductors reached $35.0 billion for the...
223 Views
Applied Materials Targets US$5.08 in FY2020; Blowout Consensus'
Is this too much?Applied Materials Inc (AMAT US) at its Analyst Day unveiled its FY2020 non-GAAP EPS target of US$5.08, driven by a new era of...
269 Views
Memory: No Longer a Sharp Price Hike in 2H17 and Investors Might Return in 1H18
Summary No longer a sharp price hike in 2H17: We estimate memory contract price increase of 4-6% q/q in 3Q17 and attribute the stronger DRAM...
250 Views
Micro-Mechanics: Riding the Global Semiconductor Cycle; Solid FY17 Results
My first insight on SmartKarma was on Singapore small-cap Micro Mechanics (Holdings) Ltd (MMH SP). Since late February the stock (including...
157 Views