EM Tech Allocations Blast Through All-Time Highs
Allocations in EM Tech stocks among active Global EM investors rallied to all-time highs last month. Average allocations hit 23.49% following...
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October Semi Revenues Released: Even Farther Above Trend
October semiconductor revenues set a record once again, making the 2021 semiconductor market one to remember. A collapse appears unlikely in the...
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WSTS Semi Forecast Very Bullish for 2021-22, but Is It Realistic?
The semiconductor market is on a tear, and WSTS forecasts that next year will see solid growth. This Insight examines the likelihood that 2022...
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Will Kioxia IPO Miss Its Window?
Privately-held Kioxia has been hinting at an IPO for a year, and its end market has just set a record. Can the company afford to delay any longer,...
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Memory Chip Market Setting Records
The memory markets: DRAM and NAND flash, are repeating their 2018 performance, with Samsung taking market share gains. Investors should have a look.
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