March Semiconductor Sales Up Yet Again
The SIA reported very positive semiconductor revenues for the first quarter, but leading indicators show that a correction has begun. This Insight...
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November Semiconductor Sales Continue Upward Trend
The just-released November chip sales figures showed surprising strength. This Smartkarma Insight explains why the chip market is burgeoning while...
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2021 High Conviction: Semiconductor Growth with COVID Risk
In 2021 either the chip market will grow or a COVID-driven collapse will cause it to decline. This Insight shows how to estimate either extreme,...
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WSTS Forecast Update All Positive
WSTS announced a very bullish semiconductor forecast, but this Insight shows why the careful investor needs to understand how this forecast came to...
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October Semiconductor Revenues Continue Upward Trend
October semiconductor sales showed impressive growth. Will this acceleration continue? This post indicates that revenues are most likely to drop...
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