WSTS Reports Slowing Chip Decline
WSTS, the agency that tracks monthly semiconductor revenues, reported this week that the decline of the semiconductor market has continued to slow...
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Applied Materials Shines at SPIE Conference
At the SPIE Advanced Lithography conference this week Applied Materials proved that the company has a clear vision of the future and the way that...
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Samsung, Hyundai, and SK - Restructuring Scenarios, Holdco Regulations, Less Risky Stocks
This is a follow-up insight to answer some questions I have received during the webinar. We want to discuss key holding company regulations that...
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Does COVID-19 Imply A Bonanza for Micron?
The COVID-19 virus has undertaken a significant upturn in Korea. Since Samsung and SK hynix dominate two of the markets that Micron is in, one...
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Global Equity Strategy: Buy the Dips
Despite recent weakness across global markets, our weight of the evidence approach continues to lead us to the same conclusions as we posited in...
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