GLOBALFOUNDRIES Sues TSMC. Seriously?
On August 26, 2019, GLOBALFOUNDRIES (GF), filed multiple lawsuits in the U.S. and Germany alleging that semiconductor manufacturing technologies...
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Japan's Second Round of Export Restrictions Against Korea: 4 Candidate Products
The whitelist lifting means that Japan is now able to export restrict about 1,200 materials/products to Korea. It is expected that Japan will...
438 Views
Why Commodities Drive the Semiconductor Cycle
The semiconductor industry is undergoing a collapse, as it does every few years. Investors who understand why this occurs, and how it hits certain...
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Semiconductors Are Breaking Out -- Add Exposure/Overweight
Relative strength for the PHLX Semiconductor index began a bottoming process in November of 2018. In mid-December. Since then we have expanded our...
503 Views
U.S. Equity Strategy: Positive Outlook Intact; Tech Leading
The S&P 500 is working through 2,817 resistance and our technical work continues to support an overall positive outlook. As markets improve in...
506 Views