SK Hynix: Strong Positioning Among Asia Ex-Japan Funds.
Ownership levels in SK Hynix are on the increase. Today's average weights and funds held % are at multi-year highs among Asia Ex-Japan active...
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TSMC: 5G Upgrade Cycle Already Priced In, or Could Dividend Growth Support a Continued Re-Rating?
TSMC, the bellwether of the Emerging Markets semiconductor space, has re-rated from a trough forward PE ratio of 11.0x in July 2015 to a record...
416 Views
Asia Short Interest Weekly - Shorts Covered as Markets Melted Up
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
450 Views
Spring WSTS Semiconductor Forecast Gives Mixed Outlook
The Spring WSTS semiconductor forecast has been announced and it is very similar at the top-line level to the organization's Autumn forecast...
346 Views
Semiconductor OSAT. Strong Q1 Results, Weak Q2, Cautious H2 2020 Outlook & Good News For ASE & JCET
First quarter combined revenues for the top ten Outsourced Semiconductor Assembly Test (OSAT) companies grew by 23.5% YoY to reach $5.9 billion....
424 Views