SUMCO (3436 JP): CEO Describes Tight Supply, Rising Prices
Tight supply and rising prices for silicon wafers points to sales growth and margin expansion for at least 2-3 years. Capacity expansion lagging...
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TSMC – Exceptional as Usual
TSMC guidance for 1Q22 was also punchy with the midpoint of revenue guidance 6.0% above consensus and mid to high 20s revenue growth guidance for...
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November Semiconductors Once Again Set Records
The semiconductor market once again set records in November, with 2021 revenues and unit shipments out-stripping all prior record years in its...
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2022 High Conviction - Modest Semiconductor Growth
Can today's semiconductor revenue growth continue, or will the market undergo another collapse? Objective Analysis calls for 6% growth, and shows...
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5 US Tech Stocks that Matter to Global Investors
As US Technology weights reach record highs in Global Equity portfolios, we analyse 5 stocks that are in focus for active Global managers.
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