JDI: Giving Our Thesis a Full Active Refresh + Apple MicroLED Development
Having spoken to the company at length and thoroughly reviewed our long thesis for JDI, we present a deep dive into JDI's prospects. Apple orders...
318 Views
Denso Raises Stake in Chip Maker-Renesas – A Move to Accelerate Its ADAS Development Further
It was reported last Friday that Denso Corp (6902 JP) has increased its stake (from 0.5% to 5%) in Renesas Electronics Corp (6723 JP), a leading...
168 Views
With the Japan Fiscal Year Soon to Be Finished, Which Names Are Analysts Still Confused About....
Over the course of each year, Analysts for the most part follow a clear pattern. In May/June they start to look at the now FY1 numbers and make...
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Automotive Semiconductors - All You Never Wanted To Know But Probably Should - Part 2
In a previous Insight, Automotive Semiconductors- All You Never Wanted To Know But Probably Should- Part 1, we provided looked in-depth the...
472 Views
Two More Acquisitions on the Way for Motherson Sumi
We had previously mentioned that Motherson Sumi Systems Ltd (MSS IN) is on the lookout for further acquisitions, and that the company expects...
358 Views