Global Semiconductors: Consolidation, but Active Funds Remain Well Invested
Allocations in Semiconductor stocks have seen tremendous growth over the past 3 years. Whilst ownership growth has slowed, exposure remains high.
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#11Business Buzz: India's Stock Market Plunge, Intel Vs. Nvidia, and China's Fundraising Frenzy
India's stock market falls as Modi's lead narrows, Intel challenges Nvidia with new AI products, Chinese companies raise funds amidst market...
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March Semiconductor Sales Up Yet Again
The SIA reported very positive semiconductor revenues for the first quarter, but leading indicators show that a correction has begun. This Insight...
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PC Partner: Great Demand, but Limited Supply of GPU's Created Mixed 2021 Outlook
Pc Partner reported solid FY20 results. During last week's earnings call the company explained industry dynamics are mixed and result in us...
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Tusimple IPO: Buy the Autonomous Freight as a Service (AFaaS) Company Founded by Chinese Scholars
TuSimple is a US-based autonomous technology company for the freight industry. The company is currently developing autonomous driving technology...
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