Sword of Trump Hanging Over SMIC
xxx The Trump administration is considering whether or not U.S. agencies are in discussions to determine whether Semiconductor Manufacturing...
399 Views
Semiconductor Wafer Fab Equipment. Solid Second Quarter, Strong July, On Track For >10% YoY Growth.
After contracting just over 10% in the first quarter, second quarter 2020 revenues for the top 5 semiconductor equipment manufacturers amounted to...
247 Views
U. S. Equity Strategy: Status Quo: Bullish Outlook Intact
Our outlook remains status quo: we are bullish and we believe the path of least resistance remains higher. In today’s report we highlight...
415 Views
U.S. Equity Strategy: S&P 500 A Coiled Spring
Our view remains bullish as long as the S&P 500 is above the 2940-2980 support zone and we suggest buying any dips. Additionally, 3076 is a...
382 Views
Semiconductors in April: COVID Impact Still Small
The SIA has released April's semiconductor shipment numbers, and they look positive enough. There is still considerable uncertainty both from the...
423 Views