US-Huawei Battle Likely to Harm US Business
The US Department of Commerce has revised its Foreign-Produced Direct Product Rule and the Entity List in an attempt to further undermine Huawei. ...
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TSMC Stops Taking New Orders from Huawei to Comply with US Export Control Laws
The Nikkei Asian Review reported on Monday (18th May 2020) that the world’s biggest contract chip maker TSMC has halted accepting new orders from...
131 Views
How Economics Will Undermine Intel's Processor Dominance
Intel's dominance of the processor business is threatened, not because of any technological issues, but because market economics are moving in a...
121 Views
Asia Short Interest Weekly - Consumer Discretionary Shorts Increase in HK & Japan
The Asia Short Interest weekly that looks at moves in market wide short interest and highlights moves in stock specific short interest across Hong...
175 Views
Q1 Semis Up 6.9% Y/Y, but COVID Not Yet Factored In
First quarter semiconductor revenues were reported to be up 6.9% from one year-ago but down 3.9% from the fourth quarter. This positive news...
179 Views