TSMC Recovery Is Nigh As Tailwinds Mount On 5G Strength & Likely Return Of Apple's Modem Business
Taiwan Semiconductor Manufacturing Company delivered a no-surprises earnings report on April 18'th with revenues of $7.1 billion coming in at the...
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Semiconductor Revenues Collapsing, As Anticipated
On April 1 the World Semiconductor Trade Statistics were released illustrating, as we anticipated, that a full-blown collapse is underway. This...
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Korea M&A Spotlight: SK Hynix to Acquire Magnachip's Foundry Business?
On April 22nd, it was reported that SK Hynix Inc (000660 KS) is interested in acquiring Magnachip's foundry business. In 2017, SK Hynix launched...
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U.S. Equity Strategy: Upgrading Equal-Weight Energy Sector; Semis Are Leading Tech
Of the ten items highlighted in last week’s Compass that we would like to see in order to turn more bullish, two have happened -- equal-weighted...
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January Chip Revenues Down 15.6% Year-On-Year
The Semiconductor Industry Association in the US released the latest WSTS figures for January chip revenues. Monthly revenues are down 15.6% from...
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