Tsai Ing-Wen's Landslide Win Crowns the NIE-Champ Economy, and Is a Slap for Xi
Taiwan remains ideally positioned to benefit from trade diversion from China, a gradual rebound in the global semiconductor cycle, and the...
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Composing the 2020 Semiconductor Forecast
Objective Analysis recently updated its 2020 semiconductor forecast. We are calling for the market to see zero growth at best, but our model...
378 Views
Semiconductor Surge: GEM Managers Hit Max Exposure
Global EM managers have increased Semiconductor exposures to their highest levels on record. Taiwanese and South Korean Semiconductor overweights...
448 Views
Smartkarma Originals
China Semiconductor Progress & Opportunities Review 2020
Since the launch of China's ‘Made in China 2025’ strategic plan in 2015, billions of dollars have been invested to bolster the country's...
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November Semiconductor Stats Good, But China Inventory Build May Be Misleading
Monthly chip revenues declined slightly in November, according to the SIA. This SmartKarma Insight examines recently-reported industry revenues to...
417 Views