Buy the Chip Equip Dip
The capital equipment space offers moats and growth at favorable prices.In April 2016, we published a report on the wafer fabrication equipment, or...
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Renesas: Surges 10% on Positive Nikkei Interview with CEO Suggests Solid M&A Knowhow
After its share price lost two thirds of its value over the last year Renesas Electronics (6723 JP) is surging today after a positive interview...
433 Views
AMD's Rome Will Rule An Empire. A Server Empire.
On November 6'th last, at its Next Horizon event held in San Francisco, Advanced Micro Devices revealed further details behind its upcoming, second...
537 Views
TSMC (2330 TT): A Generalist's Guide
Smaller, Faster, Cheaper, Denser has become the motto of the foundry industry. I think Daft Punk and the TSMC wafer fab technicians would...
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Asian Equity Markets (Ex-China) Overview; Korea, Taiwan and India
India (neutral); bull and bear factors remain finely balanced before electionThe deterioration in India’s macro-economic ratios has continued apace...
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