Semiconductors in April: COVID Impact Still Small
The SIA has released April's semiconductor shipment numbers, and they look positive enough. There is still considerable uncertainty both from the...
423 Views
How Economics Will Undermine Intel's Processor Dominance
Intel's dominance of the processor business is threatened, not because of any technological issues, but because market economics are moving in a...
121 Views
Q1 Semis Up 6.9% Y/Y, but COVID Not Yet Factored In
First quarter semiconductor revenues were reported to be up 6.9% from one year-ago but down 3.9% from the fourth quarter. This positive news...
179 Views
Xiaomi (1810 HK): Chip Market Suggests Worse Smartphone Sales Than Q1 Under Huawei’s Attack
Xiaomi’s smartphone shipment decreased 35% YoY in 1Q2020. The company became the weakest smartphone producer among the top five brands in China in...
282 Views
AEM Holdings (AEM SP): No Covid-19 Impact; 2020 Will Be a Record Year; 3.7 SGD Fair Value Remains
AEM Holdings (AEM SP) posted stellar 1Q20 results and maintained its 2020 guidance. The margin improvement was simply stunning as NPM doubled from...
746 Views