The COVID-19 Pandemic and Semiconductors
The COVID-19 pandemic has caused profound business shifts,
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FY2Q21: The Crowd Strikes Again
If a work from home growth software company jumps 14% the day before earnings cause another WFH software winner (ZM) jumped 40%, should said growth...
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Semis Moving from Inventory Build to Inventory Digestion
Recent announcements have indicated that the semiconductor market is migrating from a period of strength from an inventory build-up to softer...
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May Chip Shipments Up, but Outlook Is Confused
The SIA released the monthly WSTS semiconductor shipments statistics for May, and with it a statement that the chip market seemed resistant to...
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