EM Growth Vs Value: Maximum Divergence
The nature of the COVID-19 induced sell-off has favoured Aggressive Growth strategies over Value this year. During this period, the divergence in...
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TSMC Stops Taking New Orders from Huawei to Comply with US Export Control Laws
The Nikkei Asian Review reported on Monday (18th May 2020) that the world’s biggest contract chip maker TSMC has halted accepting new orders from...
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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...
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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...
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Key Takeaways & Ramifications of Samsung LJY's Public Apologies Today
Samsung had announced early this morning that LJY would publicly give his apology at 3 PM in Seoul time for the company's failure to comply with...
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