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...
610 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...
573 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...
478 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...
465 Views
U.S. Equity Strategy: Upgrading Equal-Weight Energy Sector; Semis Are Leading Tech
Of the ten items highlighted in last week’s Compass that we would like to see in order to turn more bullish, two have happened -- equal-weighted...
636 Views