Memory Makers' Earnings Calls - Down Again
Recently Intel, Samsung, SK Hynix, and Western Digital hosted their quarterly earnings calls. This post compares the similarities and...
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Nexon Sale: Bidding Delay Clarifications
This post is a summary and clarification of what have been reported, said and market speculated (mainly locally) today with regard to Nexon bidding...
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Nexon Sale: Speculative Talkings that Hit Korea Local Market Monday
This post is a summary of the market speculations that 'locally' surfaced Monday on Nexon sale. So, I need to say this. If you don't want to hear...
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TSMC Recovery Is Nigh As Tailwinds Mount On 5G Strength & Likely Return Of Apple's Modem Business
Taiwan Semiconductor Manufacturing Company delivered a no-surprises earnings report on April 18'th with revenues of $7.1 billion coming in at the...
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Semiconductor Revenues Collapsing, As Anticipated
On April 1 the World Semiconductor Trade Statistics were released illustrating, as we anticipated, that a full-blown collapse is underway. This...
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