SOX Bleed into NDX, SPX and Global Tech Playing Out
We outlined the domino tech breakdown cycle in our SOX Cracks that Would Impact the Global Tech Cycle on April 29 where "semi’s tend to lead the...
548 Views
TSMC. Why Their Surprise 6nm Process Is A Winning Strategy.
Two days prior to Q1 2019 earnings, Taiwan Semiconductor Manufacturing Company made the surprising announcement that they were introducing a...
597 Views
TSMC Recovery Is Nigh As Tailwinds Mount On 5G Strength & Likely Return Of Apple's Modem Business
Taiwan Semiconductor Manufacturing Company delivered a no-surprises earnings report on April 18'th with revenues of $7.1 billion coming in at the...
569 Views
Semiconductor Revenues Collapsing, As Anticipated
On April 1 the World Semiconductor Trade Statistics were released illustrating, as we anticipated, that a full-blown collapse is underway. This...
469 Views
Korea M&A Spotlight: SK Hynix to Acquire Magnachip's Foundry Business?
On April 22nd, it was reported that SK Hynix Inc (000660 KS) is interested in acquiring Magnachip's foundry business. In 2017, SK Hynix launched...
450 Views