Micron's Updated Earnings Forecast Highlights Continued Strength Of Memory Sector
Micron Technology Inc (MU US) issued two press releases yesterday. The first (which you can find here) relates to an update on their earnings...
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Qualcomm- Another US$1.23bn Fine to Euro; Legal Battles Positive for Broadcom's Hostile Takeover
SummaryAnother US$1.23bn fine to European Union antitrust regulator is not a surprise to us and we expect the leftover legal battles between...
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We Are Raising Our Chip Equipment Estimates for 2018 as Recent Strength Set to Persist
After taking a fresh look at our semiconductor capital equipment coverage, we are raising our 2018 equipment market growth rate from 3% to 10%. Our...
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Week Ahead in Global Macro: US Shutdown, Germany SPD, BOJ, ECB, Malaysia BNM, Brazil Lula in Court
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas, we are tactically...
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Semiconductor Bellwether ASML Reaps The Rewards Of Its Unique EUV Lithography Capability
ASML Holding NV (ASML NA) is the world's leading manufacturer of lithography systems for semiconductor manufacturing. They are the only company in...
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