Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Thematic (Sector/Industry)

The Semiconductor Industry Association's monthly statistics update, covering July's semiconductor sales, show revenues that continue to follow the growth trend of the past 25 years.  This Smartkarma Insight uses graphics to show that the market is still in good health despite 2020's challenging circumstances.

The Semiconductor Industry Association's monthly statistics update, covering July's semiconductor sales, show revenues that continue to follow the growth trend of the past 25 years.  This Smartkarma Insight uses graphics to show that the market is still in good health despite 2020's challenging circumstances.

The COVID-19 pandemic has caused profound business shifts, resulting in near ruin for some sectors while strengthening others.  This Smartkarma Insight explores this phenomenon and shows how it relates to semiconductors.

The COVID-19 pandemic has caused profound business shifts, resulting in near ruin for some sectors while strengthening others.  This Smartkarma Insight explores this phenomenon and shows how it relates to semiconductors.

Recent announcements have indicated that the semiconductor market is migrating from a period of strength from an inventory build-up to softer demand stemming from digestion of that inventory.  This Insight examines that trend and its impact on stock prices.

Recent announcements have indicated that the semiconductor market is migrating from a period of strength from an inventory build-up to softer demand stemming from digestion of that inventory.  This Insight examines that trend and its impact on stock prices.

Semis Moving from Inventory Build to Inventory Digestion

WSTS has released its June semiconductor revenue figures, revealing a month-month revenue decline of 0.3% from May.While this indicates that the industry's sensitivity to the COVID-19 pandemic is mild, close inspection reveals that May revenues have been re-stated, and this has muted the decline.  This Smartkarma Insight explores June revenues and these restatements.

WSTS has released its June semiconductor revenue figures, revealing a month-month revenue decline of 0.3% from May.While this indicates that the industry's sensitivity to the COVID-19 pandemic is mild, close inspection reveals that May revenues have been re-stated, and this has muted the decline.  This Smartkarma Insight explores June revenues and these restatements.

WSTS Reports June Semis: Lessens M/M Decline by Restating May

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Our outlook remains status quo: we are bullish and we believe the path of least resistance remains higher. In today’s report we highlight attractive Groups and stocks within Technology: Semiconductor, Mid-Cap, Semiconductor Equip., Large/Mid-Cap, Semiconductor Equip., Small-Cap, and Software, Internet.

Our outlook remains status quo: we are bullish and we believe the path of least resistance remains higher. In today’s report we highlight attractive Groups and stocks within Technology: Semiconductor, Mid-Cap, Semiconductor Equip., Large/Mid-Cap, Semiconductor Equip., Small-Cap, and Software, Internet.

U. S. Equity Strategy: Status Quo: Bullish Outlook Intact

Switzerland

STMicroelectronics N.V. designs, develops, manufactures, and markets semiconductor integrated circuits and discrete devices. The Company's products are used in the telecommunications, consumer electronics, automotive, computer, and industrial sectors. Geographically, customers are located in North America, Europe, and the Asia Pacific region.

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STMicroelectronics NV (STM IM)

SIA July Stats Still Show Strength

The Semiconductor Industry Association's

Jim Handy

The COVID-19 Pandemic and Semiconductors

The COVID-19 pandemic has caused profound business shifts,

Jim Handy

Semis Moving from Inventory Build to Inventory Digestion

Recent announcements have indicated that the semiconductor market is migrating from a period of strength from an inventory build-up to softer...

Jim Handy

WSTS Reports June Semis: Lessens M/M Decline by Restating May

WSTS has released its June semiconductor revenue figures, revealing a month-month revenue decline of 0.3% from May.While this indicates that the...

Jim Handy

U. S. Equity Strategy: Status Quo: Bullish Outlook Intact

Our outlook remains status quo: we are bullish and we believe the path of least resistance remains higher. In today’s report we highlight...

Vermilion Research

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52-week Range

Market Cap (USDm)

P/E

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