Semiconductor Industry Trends
This reports looks at the key trends driving stocks in the global semiconductor industry, identifying winners and losers.It is extracted from CM...
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Vermilion Macro Vision - U.S. Equity Strategy: Sector Commentaries with Recommendations
Our last strategy “Fake Moves” highlighted our view that the markets were showing no parallel to the “fake news” narrative and indeed provided a...
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A Brief Analysis of Semiconductor Wafer Fab Equipment's Current Growth Cycle
The latest Wafer Fab Equipment (WFE) from SEMI, details here, reported that worldwide sales of new semiconductor manufacturing equipment are...
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Waymo and Intel Collaborate on the Autonomous Car; Turning Intel the Only Semi Competitor to Nvidia
What's new?After Fiat Chrysler Automobiles Nv (FCAU US) left Waymo to join BMW-Intel autonomous car platform in August 2017 (" Fiat Chrysler Is...
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US Trump Blocks Lattice Acquisition for Security Risk - China Will Have to Build Its Own Now
What's new?According to Bloomberg News today, US President Donald Trump blocked a Chinese-backed Canyon Bridge Capital Partners from buying Lattice...
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