Spring WSTS Semiconductor Forecast Gives Mixed Outlook
The Spring WSTS semiconductor forecast has been announced and it is very similar at the top-line level to the organization's Autumn forecast...
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Crowdstrike 1Q21: The Wind at Its Back
The reason we like Crowdstrike’s business more then some other work from home beneficiaries is that its tailwinds are sustainable, rather then...
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Semiconductors in April: COVID Impact Still Small
The SIA has released April's semiconductor shipment numbers, and they look positive enough. There is still considerable uncertainty both from the...
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February Semiconductors Show Onset of COVID-19 Decline
The SIA released WSTS semiconductor revenues for February. While there was a small decline attributable to COVID-19, it is clear that February's...
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AAPL Supply Chain COVID-19 Disruption March Update
We summarize key takeaways for our checks with the Asian semi supply chain relevant to AAPL’s H1 production and the iPhone 12 launch schedule...
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