Inventory Clearance and the Semiconductor Cycle
A very normal part of the semiconductor cycle is inventory clearance. DRAM makers are starting to discuss this in their earnings calls. What they...
557 Views
Smartkarma Originals
A Bear Investment Case for TSMC (In-Depth Version)
From end of 2008 to end of 2017, Taiwan Semiconductor Manufacturing Company (TSMC) (2330 TT) had a remarkable run with the share price up more...
2.6k Views
Smartkarma Originals
A Bear Investment Case for TSMC (Summary Version)
From end of 2008 to end of 2017, Taiwan Semiconductor Manufacturing Company (TSMC) (2330 TT) had a remarkable run with the share price up more...
787 Views
AAC Tech (2018): Damage Is Done While Business Remain Intact - BUY
The recent trade talk meeting between the US and Chinese government went into an extended unplanned third day which could be seen as a positive...
481 Views
Are Chip Oligopolies Real?
In the semiconductor industry, particularly in the DRAM sector, there has been significant consolidation leading some to hypothesize that there's...
665 Views