Toshiba: Gauging the Upside Potential
Toshiba Corp (6502 JP)'s announced JPY700bn buyback plan has refocused attention on the stock and created a near-term catalyst. While the move...
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Global Semiconductor Sales Increase 20% YoY in April, 2018 Forecast Revised Upwards
The Semiconductor Industry Association (SIA) recently announced that worldwide sales of semiconductors reached $37.6 billion for the month of April...
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MSCI ACWI’s Advance Continues: U.S. And Emerging Markets Leading the Way
The MSCI ACWI advanced to another new high yesterday - to levels not seen since mid-March with the U.S. and Emerging Markets leading the move....
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The Lack of Semiconductor Related Korean IPOs in 2018 Raises Concerns on the Supercycle Theory
This report is about the lack of semiconductor related IPOs in Korea in 2018 which raises concerns about the semiconductor supercycle theory. The...
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Micron's Views Vs. Semiconductor History
Micron's projections for an increased memory share of total semiconductor revenues need to be reviewed in the light of history, which shows that...
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