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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Q1 Semis Up 6.9% Y/Y, but COVID Not Yet Factored In
First quarter semiconductor revenues were reported to be up 6.9% from one year-ago but down 3.9% from the fourth quarter. This positive news...
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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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Upcoming Micron Earnings Call: What to Expect
Micron Technology's quarterly earnings call will occur in a couple of days. This Smartkarma Insight looks at what the company is likely to say...
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Cypress/Infineon Versus Bloomberg: A Case for Mindful Understanding of the Press
Last Friday Bloomberg published an article on Infineon's acquisition of Cypress Semiconductor that was based on a rumor and a misunderstanding of...
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