Why Would Intel Buy Global Foundries?
We think its a bonkers idea for Intel to acquire Global Foundries. Unless it wants to accelerate its margin demise. We would increase a short...
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May Semiconductor Revenues Break a Record Once Again
Even the semiconductors that are not in a dire shortage are in tight supply, driving prices and revenues to extraordinary heights. This Insight...
342 Views
CCP/ Chips/ US-China/ Russia/ Hydro
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
371 Views
WSTS Forecast: Record Semiconductor Revenues in Both 2021 & 2022
The semiconductor industry's statistics body, WSTS, released a very bullish Spring forecast, predicting revenues to break records in both 2021 and...
205 Views
April Semiconductor Sales Released - YTD Growth 16.8%
April Semiconductor revenues are 21.7% higher than last April, resulting in 16.8% year-to-date growth. Is this sustainable? This Insight looks at...
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