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...
241 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...
283 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...
273 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...
159 Views
A Brief Analysis Of The Current Semiconductor Growth Cycle
The semiconductor sector has grown at a remarkable pace for the past nine months and there’s little sign of it slowing down anytime soon. In June...
808 Views