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...
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TSMC's Curious Decision To Build A Fab In The US Is Largely A Box-Ticking Exercise.
Following a report in the Wall Street Journal yesterday, TSMCannounced this morning their intention to build a state of the art fabrication...
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Apple to Move One-Fifth of Its IPhone Production to India from China
It was reported by several news media outlets that Apple could be planning to produce up to US$40bn worth of smartphones and other products in...
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Asia Short Interest Weekly - Tencent, HSBC, Fast Retailing, Semco, Yageo
Starting this week, we will be publishing an Asian Short Interest weekly that looks at moves in market wide short interest and highlights moves in...
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Semiconductor Bellwethers ASML & TSMC Set The Stage For A Critical Earnings Season.
TSMC & ASML both reported earnings last week with results in line with expectations in the case of the former and in line with previously...
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