Bearish Tech Stance Still Performing, as 5G Rollout Looms
‘The ‘Peak Smartphone’ theme justified an underweight stance back in Q4 across the most heavily exposed Asian supply chain stocks, with DDR4 DRAM...
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TSMC (2330 TT): A Generalist's Guide
Smaller, Faster, Cheaper, Denser has become the motto of the foundry industry. I think Daft Punk and the TSMC wafer fab technicians would...
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Semiconductors. Is the Bubble About To Burst?
Global semiconductor sales grew to an all-time record high of $412 billion in 2017 for a YoY increase of 21.6%. Of note is the fact that some 50%...
485 Views
NXP Semiconductor N.V. – Riding the Autonomy Wave
Although Nxp Semiconductors Nv (NXPI US) was left at the altar by Qualcomm Inc (QCOM US), the jilted bride has enough oomph left to attract other...
428 Views
Intel's Life Saving Acquisition Coincides With A Death Cross
Intel's recently announced acquisition of startup Netspeed Systems is a clear signal that the company is scrambling to emulate Advanced Micro...
857 Views