WSTS Forecast Update All Positive
WSTS announced a very bullish semiconductor forecast, but this Insight shows why the careful investor needs to understand how this forecast came to...
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October Semiconductor Revenues Continue Upward Trend
October semiconductor sales showed impressive growth. Will this acceleration continue? This post indicates that revenues are most likely to drop...
249 Views
Asia Short Interest: Sinopec, Kingdee, Anta, Recruit, Capcom, Sharp, Celltrion, Samsung, Delta, TSMC
The Short Interest report looks at large weekly movements across HK, Japan, Korea and Taiwan. Ping An saw a huge increase in shorts while TSMC saw...
290 Views
The M1 SOC Is A Game Changer For Apple. Not So Much Intel.
After purchasing a Mac Mini with Apple's own M1 SOC, we put it through its paces to see what are the implications for both Apple & Intel. We think...
396 Views
Asia Short Interest Weekly: Tencent, Want Want, Showa Denko, NBF, LG Chem, AmoreCorp, Pegatron
The Asia short report highlights large movements in weekly short interest across HK, Japan, Korea and Taiwan to be used as an input in trading...
294 Views