TSMC Expects Stronger Sales but Lower Capex Density, Implying Room to Raise Cash Dividends
SummaryDespite much in line 1Q18 guidance (8-10% q/q sales decline, 49.5-51.5% gross margin, 38-40% operating margin), most of the incremental new...
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2017 Semiconductor Equipment Spending On Track For a Record $55.9 Billion
On December 12'th 2017, SEMI, the global industry association representing the electronics manufacturing supply chain, projected that worldwide...
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Discover Singapore: AEM Holdings Was up 462% in 2017, Will Its Momentum Continue?
Aem Holdings Ltd (AEM SP) was one of best-performing stocks in Singapore during past 12 months Producer of patented High-Density Modular Test...
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Tech Wreck Rout Coincides With Record Semiconductor Sales Creating The Perfect Storm
The Semiconductor Industry Association yesterday reported worldwide sales of semiconductors reached $37.1 billion for the month of October 2017, an...
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Bellwether Applied Materials Record 2017 Earnings Bodes Well For Semiconductor WFE Returns in 2018
Applied Materials Inc (AMAT US) reported record earnings of $3.97 billion last week, at the high end of their forecast range and representing a 20%...
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