AEM: Strong 3Q19 & Increased Guidance; Fair Value Increased To 2.5 SGD as Intel TAM Grows
AEM Holdings (AEM SP) raised its guidance for the third time this year (latest FY19 revenue range: 305-315M SGD) as business with its key client...
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Semiconductor Revenues On-Trend for August
At the beginning of October WSTS released its worldwide semiconductor revenue compilation for August. The semiconductor market is in a period of...
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After the Collapse: Semiconductors Enter the Next Phase
This SmartKarma Insight provides a current view of the semiconductor industry's status, benchmarking today's market status against a typical...
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Mediatek (2454 TT): An Attractive Play on 5G, After Overcoming Past Mistakes
Mediatek Inc (2454 TT) is an attractive play on 5G, after overcoming past mistakes, which we believe the company has addressed running up to the...
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July Semiconductor Revenues Reported: Down 15.5% YoY
The World Semiconductor Trade Statistics organization released July revenues on September 3. Revenues are 15.5% below the same month a year ago...
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