Where Are We in the Semiconductor Memory Price Collapse?
This SmartKarma Insight takes a simple look at the current memory chip price collapse to learn where the industry stands in the current downfall,...
449 Views
Samsung's 7nm EUV Yield Issue: Trigger for Americanizing?
We now have 7nm EUV yield issue at Samsung. Digitimes has put out two reports on this. Samsung quickly denied it as saying that there is no yield...
577 Views
The Week That Was in ASEAN@Smartkarma - Philippines Economy, Small Cap Singapore, and Bank Danamon
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
432 Views
AEM (AEM SP): Strong 1H19 and Increased FY19 Guidance Leave AEM Trading at Less than 1x FY19 Sales
AEM reported solid 1H19 figures which beat consensus estimates. Management, for the second time in 2019, raised its FY19 sales guidance to 265-280M...
538 Views
Beijing’s Setback in Putting Genie Back in the Bottle;Market Cheering on the Unlikely Trump-Xi Deal
When we post pictures of the massive protests in HK over the last few weeks on WeChat Moments, often mainland Chinese contacts ask, “Where is...
445 Views