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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Learnings From The History Of Memory Part 1 - China's DRAM Dreams
Memory, both DRAM and NAND, are currently in a super-cycle characterized by tight supply and rising prices. Commentators are divided as to whether...
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The Week That Was in NorthAsia@Smartkarma: Kobe Steel, SK Tomorrow, & Trump Plans to Visit DMZ
There were 20+ research gems in this week's The Week That Was in NorthAsia@Smartkarma. We want to highlight four reports in particular. There were...
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