January Semiconductors Up 13.2% Y/Y
Semiconductor revenues broke records in both December and January, and the business seems poised to continue to fare very well over 2021. This...
369 Views
October Semiconductor Revenues Continue Upward Trend
October semiconductor sales showed impressive growth. Will this acceleration continue? This post indicates that revenues are most likely to drop...
236 Views
U.S. Equity Strategy: Remain Bullish
In our November Strategy book we summarize the basis for our bullish outlook, discuss the deservedly hot topic of value vs. growth. and highlight...
182 Views
September Semiconductor Stats In: 2020 Growth Despite Pandemic
September's semiconductor industry stats indicate 5+% growth for 2020. Can the business sustain this, or will COVID-19 and/or the US-China Trade...
215 Views
King Yuan Electronics Co(2449 TT) - Time To Buy On Robust Demand For 5G, AI, and CMOS Image Sensor
In my previous report, "It's The Year Of The "MOUSE", our top investment themes for the Year of the Mouse are: Medical technology, Opportunity,...
338 Views