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...
363 Views
A Brief Analysis Of The Current Semiconductor Growth Cycle
The semiconductor sector has grown at a remarkable pace for the past nine months and there’s little sign of it slowing down anytime soon. In June...
808 Views
U.S. Equity Sector Rankings
A review of Vermilion's Sector Rankings (RSR) reveals Cap-weighted Groups, as a whole, ranking betterthan average-weighted (or equal-weighted),...
553 Views
Hana Materials IPO Summary - Strong Captive Market (Tokyo Electron) & Promising New Market (Samsung)
Hana Materials is a silicon manufacturing company. The company’s silicon products are mainly used in semiconductor production equipment. In fact,...
443 Views
Semi-Equipment Top Pick: Long Term Secular Winner
In sweet spot of semiconductor equipment spending. More than 50% of wafer fabrication equipment ('WFE') spending is in deposition and etch, which...
487 Views