Japan Fortnightly Update: Market PE at ‘Abe-Era’ Low
GOOD RESULTS/WEAK MARKET - It may just be because the ‘Obon’ holidays start next week, but the Japanese equity market has greeted the seventh...
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Sumco: 2QFY12/18 Results Stronger Than Expected
Sumco released its 2QFY12/18 results yesterday, performing a touch better than its own expectations and ours. The semiconductor wafer shortage is...
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Semiconductor Silicon Wafers- Global Supply, Demand & Pricing Review Q2 2018
Silicon wafers are the basic building blocks and a critical supply-chain component underpinning a global semiconductor industry which clocked up...
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Semiconductor Memory- China Progress And Prospects Review Q2 2018
China's ambition to develop an indigenous semiconductor memory industry as a key tenet of its "Made In China 2025" initiative has understandably...
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Micron- China's Court Ruling Is a Red Herring
Micron made headlines earlier this week when its share price sank more almost 8% on news that the Fuzhou Intermediate People's Court issued a...
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