Semiconductors Just Beginning a Long Slide
The semiconductor market is falling and is likely to continue to drop through the end of the year. This presents an opportunity for shorts.
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June Semiconductor Revenues Reach New Record
Semiconductor revenues are breaking historic records. Can this trend continue? Trend analysis indicates that it should end. We will be watching...
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May Semiconductor Revenues Break a Record Once Again
Even the semiconductors that are not in a dire shortage are in tight supply, driving prices and revenues to extraordinary heights. This Insight...
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Canon Electronics (7739 JP): Downside Risk to Earnings and the Dividend
Canon Electronics has fallen 40% in the COVID-19 downdraft to the lowest level in nearly four years. At 12x management's EPS guidance for FY Dec-20...
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Applied Materials Shines at SPIE Conference
At the SPIE Advanced Lithography conference this week Applied Materials proved that the company has a clear vision of the future and the way that...
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