Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/24/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
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February Semiconductors Show Onset of COVID-19 Decline
The SIA released WSTS semiconductor revenues for February. While there was a small decline attributable to COVID-19, it is clear that February's...
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Upcoming Micron Earnings Call: What to Expect
Micron Technology's quarterly earnings call will occur in a couple of days. This Smartkarma Insight looks at what the company is likely to say...
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WSTS Reports Slowing Chip Decline
WSTS, the agency that tracks monthly semiconductor revenues, reported this week that the decline of the semiconductor market has continued to slow...
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AEM Holdings (AEM SP): Stellar FY19 Results & On Its Way to Be 1 Billion SGD Market Cap
AEM Holdings (AEM SP) posted stellar FY19 results and upped its 2020 guidance. Long-term the company's TAM continues to rise and diversification...
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