Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Thematic (Sector/Industry)

August semiconductor revenues set new records worldwide and in nearly every region.  This is a continuation of a growth trend that has been playing out since the end of 2019, with each month setting new records since December of last year.

August semiconductor revenues set new records worldwide and in nearly every region.  This is a continuation of a growth trend that has been playing out since the end of 2019, with each month setting new records since December of last year.

August Semiconductor Revenues Break Records Once Again

July semiconductor revenues, just reported by the SIA, reached a record high.  Today's market bears a strong resemblance to the high-growth days of 2017-18, and an end will come when the market falls back to normal growth.  This presents opportunities for growth in the near term and shorts in the longer term.

July semiconductor revenues, just reported by the SIA, reached a record high.  Today's market bears a strong resemblance to the high-growth days of 2017-18, and an end will come when the market falls back to normal growth.  This presents opportunities for growth in the near term and shorts in the longer term.

Semiconductors Continue Surprise Strength

The semiconductor market reached record revenues in June.  Much of this has been driven by a mild shortage in semiconductor memories, DRAM and NAND flash, but the larger shortage of older technologies has also had a hand in this.

The semiconductor market reached record revenues in June.  Much of this has been driven by a mild shortage in semiconductor memories, DRAM and NAND flash, but the larger shortage of older technologies has also had a hand in this.

June Semiconductor Revenues Reach New Record

The SIA has released May semiconductor revenue statistics and the month broke all records for both revenues and unit shipments.  This is a continuation of the trend that this analyst has been reporting on since this time last year.  It appears that there is still plenty of strength in this market to allow further records to be broken.

The SIA has released May semiconductor revenue statistics and the month broke all records for both revenues and unit shipments.  This is a continuation of the trend that this analyst has been reporting on since this time last year.  It appears that there is still plenty of strength in this market to allow further records to be broken.

May Semiconductor Revenues Break a Record Once Again

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Equity Capital Markets

Renesas Electronics / Equity Capital Markets

<a href="https://www.smartkarma.com/entities/renesas-electronics-corp" target="_blank" data-smartkarma-citation="entities:15933:1" rel="noopener">Renesas Electronics (6723 JP)</a> shares priced at ¥1174/share on the 9th - the first day of Pricing, meaning the issuance would be completed on the <a href="https://disclosure.edinet-fsa.go.jp/E01EW/download?uji.verb=W0EZA104CXP001003Action&amp;uji.bean=ee.bean.parent.EECommonSearchBean&amp;PID=W1E63011&amp;SESSIONKEY=1623555011053&amp;lgKbn=2&amp;pkbn=0&amp;skbn=1&amp;dskb=&amp;askb=&amp;dflg=0&amp;iflg=&amp;preId=1&amp;mul=6723&amp;oth=on&amp;cal=1&amp;era=R&amp;yer=&amp;mon=&amp;pfs=4&amp;row=100&amp;idx=0&amp;str=&amp;kbn=1&amp;flg=&amp;syoruiKanriNo=&amp;s=S100LHP9" target="_blank" rel="noopener">15th</a> and settlement one day later.Outwardly, the Offering appears to have been less well-placed than one would have expected or hoped. On the last day of the domestic investor subscription period, shares traded down to be pasted at the Stabilisation Price line in the last hour of trading on Friday.<section class="figure"><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/212/826/original/Screenshot+2021-06-13+at+8.44.07+PM.png?1623588287" class="editor-image img-responsive" data-smartkarma-image-id="212826"></figure></section>This is well off the post-announcement lows and investors, traders, and even I expected that the Pricing Date would see a lower close as long-only funds sold through Broker A to buy through Broker B to increase their ownership but by less than advertised. Market micro-dynamics and investing biases are fascinating subjects of study. I received a number of comments Friday which tell me that given the market price, had the Pricing been 1% lower compared to where shares closed Thursday, peoples' outlook would be quite different. This is despite 151 million shares (40% of the maximum Offering size) having traded in the last 3 days. Taking a step back is worthwhile.

Renesas Electronics (6723 JP) shares priced at ¥1174/share on the 9th - the first day of Pricing, meaning the issuance would be completed on the 15th and settlement one day later.Outwardly, the Offering appears to have been less well-placed than one would have expected or hoped. On the last day of the domestic investor subscription period, shares traded down to be pasted at the Stabilisation Price line in the last hour of trading on Friday.This is well off the post-announcement lows and investors, traders, and even I expected that the Pricing Date would see a lower close as long-only funds sold through Broker A to buy through Broker B to increase their ownership but by less than advertised. Market micro-dynamics and investing biases are fascinating subjects of study. I received a number of comments Friday which tell me that given the market price, had the Pricing been 1% lower compared to where shares closed Thursday, peoples' outlook would be quite different. This is despite 151 million shares (40% of the maximum Offering size) having traded in the last 3 days. Taking a step back is worthwhile.

Netherlands

NXP Semiconductors NV operates as a global semiconductor company. The Company designs semiconductors and software for mobile communications, consumer electronics, security applications, in-car entertainment, and networking.  NXP offers its products to the automotive, identification, wireless infrastructure, lighting, mobile, and computing applications.

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Nxp Semiconductors Nv (NXPI US)

August Semiconductor Revenues Break Records Once Again

Once again the semiconductor market has set a new revenue record. Just-reported August revenues make it the highest month in history. There's no...

Jim Handy

Semiconductors Continue Surprise Strength

Semiconductor revenues in July were 29% higher than the prior year and the market set a new record. Will this continue? Yes, for a while, but...

Jim Handy

June Semiconductor Revenues Reach New Record

Semiconductor revenues are breaking historic records. Can this trend continue? Trend analysis indicates that it should end. We will be watching...

Jim Handy

May Semiconductor Revenues Break a Record Once Again

Even the semiconductors that are not in a dire shortage are in tight supply, driving prices and revenues to extraordinary heights. This Insight...

Jim Handy

Renesas - The Aftermath of the Offering

Renesas is at the Offering Price. Rather than selling the break I would be inclined to buy any major dip on break price vs global peers. There is a...

Travis Lundy

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