WSTS Forecast Shows Rare Understanding of Downturn
Today's WSTS Spring Forecast, endorsed by the US and European Semiconductor Industry Associations (SIA & ESIA) predicts a 2019 downturn of 12%...
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Korea Stock Market Monthly Recap #36 (May 2019)
The top 10 events impacting the Korean stock market, economy, & politics in May were as follows: US GOVERNMENT PRESSURES KOREAN GOVERNMENT TO...
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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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SOX Bleed into NDX, SPX and Global Tech Playing Out
We outlined the domino tech breakdown cycle in our SOX Cracks that Would Impact the Global Tech Cycle on April 29 where "semi’s tend to lead the...
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Exploring Memory Companies' Inventory Write-Downs
During the latest round of memory manufacturer earnings calls only three companies wrote down their inventories: Western Digital (WDC), Intel, and...
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