The COVID-19 Pandemic and Semiconductors
The COVID-19 pandemic has caused profound business shifts,
548 Views
Semis Moving from Inventory Build to Inventory Digestion
Recent announcements have indicated that the semiconductor market is migrating from a period of strength from an inventory build-up to softer...
349 Views
WSTS Reports June Semis: Lessens M/M Decline by Restating May
WSTS has released its June semiconductor revenue figures, revealing a month-month revenue decline of 0.3% from May.While this indicates that the...
304 Views
AEM: Onwards to $1 Billion Market Cap; Now More Attractive as M&A Target with Biz Diversification
AEM Holdings (AEM SP) posted stellar 1H20 results and raised its 2020 guidance. The margin improvement was strong as NPM doubled from 14.8% to...
641 Views
Smartkarma Originals
Road to 5G: How to Make Money in 5G
In this report, we highlight the best money making ideas by identifying the winners and the losers of the sectors in the 5G value chain. For...
1.3k Views