Memory Chips and the Elasticity Myth
During recent earnings calls memory chip makers have postulated that the market will return to higher margins once price elasticity causes demand...
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AMD. Market Share Gains Across The Board As Intel Vows To Fight To Protect Its Position
Some two years on from the initial launch of products designed around their new Zen-based architecture, Advanced Micro Devices is finally gaining...
564 Views
AEM Holdings: FY18 Results Solid; Decent FY19 Outlook; Upside Could Come from Huawei and Novoflex
Aem Holdings (AEM SP) reported solid FY18 results and gave a decent outlook for FY19. Customer concentration remains high (85%+ of revenues linked...
576 Views
ASML. Safe Harbor In A Semi Storm.
Dutch lithography bellwether ASML is unique among its WFE peers in forecasting 2019 as yet another growth year for the company, making it eight...
565 Views
SoftBank: Does Nvidia Show It Overpaid for ARM?
The news that SoftBank Group (9984 JP) has just sold out of its 4% stake in Nvidia Corp (NVDA US) means that we have an interesting insight into...
396 Views