AEM: Strong Momentum Continues with Share Price +80% YTD; Fair Value Raised to 8.4 SGD (+40% Upside)
Aem Holdings Ltd (AEM SP) held its full-year analyst briefing where management looked back on what has been a stellar 2017. Revenue in 2017 was...
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Intel's Former President Launches ARM-Based Server Startup
In a surprise move, Intel Corp (INTC US) former president, Renee James, yesterday launched a new startup company called Ampere, focused on...
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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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