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%...
140 Views
Semiconductor - Couple of Early Signs Confirm a Seasonal Correction to Kick In
Couple of Early Signs Confirm a Seasonal Correction to Kick InAfter 37% ytd performance on Phila semiconductor index (SOX) at 23x P/E and 34% ytd...
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TSMC's 30th Anniversary Celebration - Takeaways from Panel Discussion on Semis: The Next 10 Years
TSMC's 30th Anniversary Celebration ForumTaiwan Semiconductor Mfg. Co. Ltd. (2330 TT) is holding its 30th Anniversary Celebration Forum on October...
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TSMC: Strong 2H but Most in Line; Hiking Capex and Pulling in 7nm for Qualcomm?
SummaryDespite much in line 2H17 comparing to consensus estimates, we believe analysts are looking TSMC beyond 2H17 for Qualcomm's 7nm orders back...
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