Bellwether Applied Materials Record 2017 Earnings Bodes Well For Semiconductor WFE Returns in 2018
Applied Materials Inc (AMAT US) reported record earnings of $3.97 billion last week, at the high end of their forecast range and representing a 20%...
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The Week That Was in NorthAsia@Smartkarma: Chips, Cars, Revisions
This week in The Week That Was in NorthAsia@Smartkarma there were 50+ insights related to Japan and Korea outside hard events and IPOs/ECM which...
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KLA-Tencor Q12018 Strong Results Fueled By China WFE Spending
KLA-Tencor Corp (KLAC US), the semiconductor process control and yield management power-house, yesterday posted record earnings for their latest...
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KKR TOB for Hitachi Kokusai at ¥2900 - Again a Matter of Take It Or Leave It
One year, one week, and one day after the Nikkei reported Hitachi was looking to sell Hitachi Kokusai, we have a Tender Offer on the table. The...
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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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