Silicon Wafers. The Impact Of Covid-19 In Q1 And Likely Outlook For CY 2020.
With all of the major silicon wafer manufacturers now having reported Q1 earnings, it's clear that the impact of COVID-19 was relatively minor as...
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Global Equity Strategy: Growth Over Value
We continue to see coronavirus concerns as helping correct the excess bullish sentiment across global equity markets in the short-term....
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Smartkarma Originals
China Semiconductor Progress & Opportunities Review 2020
Since the launch of China's ‘Made in China 2025’ strategic plan in 2015, billions of dollars have been invested to bolster the country's...
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Silicon Wafers Q3 2019. LTAs & Joint Investments Are Fixing Some Problems But Creating Others
Long Term Agreements (LTAs) signed as silicon wafer shortages worsened back in late 2017 have thus far helped wafer manufacturers survive the worst...
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Sumco 3Q Results: Earnings Beat Consensus; Current Valuation Provides a Good Entry Point
Sumco Corp (3436 JP) reported its 3Q2019 results yesterday (06th November 2019) which saw revenue and operating income declining YoY as well as...
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