Chips Vs. Coronavirus: Best-Case & Worst-Case Scenarios
It's still early to understand the full implications of Wuhan's coronavirus outbreak, but we can look to the 2008 global financial collapse and...
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Taiwan - Shorts Increase on UMC, Largan, TSMC, China Air; Cover on Novatek, Yageo, AUO
Total short notional in Taiwan stocks is TWD 240,943 mm (~US$7.99 bn) as of 7 February 2020. Over the week, the largest short positions were put...
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Semiconductor Market Year-End Tally: -12.5%
The Semiconductor Industry Association today announced that 2019 semiconductor revenues were 12.5% below those of 2018. This number should come as...
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Taiwan - Shorts Cover Tech; Increase Positions in Telecom, Banks, Transportation
Total short notional in Taiwan stocks is TWD 237,399 mm (~US$7.83 bn) as of 31 January 2020.Over the Lunar New Year shortened two weeks, the...
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How Far Behind Is Intel's Process Migration?
Intel has fallen behind in process migration to such an extent that its PC processors have been in a shortage for over a year. This SmartKarma...
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