TSMC Expects Stronger Sales but Lower Capex Density, Implying Room to Raise Cash Dividends
SummaryDespite much in line 1Q18 guidance (8-10% q/q sales decline, 49.5-51.5% gross margin, 38-40% operating margin), most of the incremental new...
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SUMCO (3436 JP) 60%+ Upside Potential Congestion Exit
Weekly Key elements :Testing key fractal at 2570....surpassing this level (daily close minimum) confirms the bullish exit from the range with a...
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Names with Increased Volume Leading into Earnings Season....
With Earning Season upon us we looked back over the last 3 weeks to see which names have had a good increase in volume. At the top of the list was...
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Silicon Wafers- The Golden Goose That Keeps on Giving
According to the latest forecast from SEMI, details here, silicon wafer shipments are set to increase 8.2% in 2017, up from 3.2% in 2016....
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Silicon Wafer Soitec Up Sharply on Strong Earnings
French SOI silicon wafer manufacturer SOITEC (SOI NQ), global #6 by market share, announced strong results on October 18'th 2017 with second...
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