TSMC Stops Taking New Orders from Huawei to Comply with US Export Control Laws
The Nikkei Asian Review reported on Monday (18th May 2020) that the world’s biggest contract chip maker TSMC has halted accepting new orders from...
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How Economics Will Undermine Intel's Processor Dominance
Intel's dominance of the processor business is threatened, not because of any technological issues, but because market economics are moving in a...
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Asia Short Interest Weekly - Consumer Discretionary Shorts Increase in HK & Japan
The Asia Short Interest weekly that looks at moves in market wide short interest and highlights moves in stock specific short interest across Hong...
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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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