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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Potential Buyers for Broadcom’s Wireless Business Unit
In December last year, Broadcom Limited (AVGO US) reported that it wants to sell its wireless chip unit and that it is working with the Credit...
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Crowdstrike: A Case Study Followup
In light of the recent leg down in growth software, we thought it timely to do a follow-up to our Crowdstrike Holdings Inc (CRWD US) case study...
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Formosa Sumco Technology - Earnings, Returns, Financial Position, Worsening Dramatically
Company is seeing far lower net profit, with the just-announced quarter one of the worst on record in recent years. Debt is now a factor and SG&A...
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July Semiconductor Revenues Reported: Down 15.5% YoY
The World Semiconductor Trade Statistics organization released July revenues on September 3. Revenues are 15.5% below the same month a year ago...
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