Why Commodities Drive the Semiconductor Cycle
The semiconductor industry is undergoing a collapse, as it does every few years. Investors who understand why this occurs, and how it hits certain...
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Japan Display: INCJ and Apple Strengthen Support to Push Suwa Consortium Towards Final Agreement
Following earlier reports from the Nikkei, Japan Display (6740 JP) announced after the close that it would be receiving additional support from the...
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Smartkarma’s Week that Was in JP/KR: Nexon, Rakuten, POSCO and Samsung Electronics
Below is the list of the Japan/Korea-related posts put on the Smartkarma platform during the week of March 4th:
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Renesas: Factory Stoppage Announcement Should Correct Premature Rebound Expectations
We commented previously on 13 Dec 2018 that:We visited Renesas Electronics (6723 JP) this week to discuss progress on inventory reduction and its...
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January Chip Revenues Down 15.6% Year-On-Year
The Semiconductor Industry Association in the US released the latest WSTS figures for January chip revenues. Monthly revenues are down 15.6% from...
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