TSMC Trend Break and Action Levels
TSMC's break below triangle support set in motion a weaker cycle that exhibits downside risk barring a sustained move back above the dual trend...
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Global Semiconductor Sales Up 20% YoY in Q1 2018
Yesterday, April 30'th, the Semiconductor Industry Association (SIA) announced that worldwide sales of semiconductors reached $111.1 billion during...
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Intel's 10nm Nightmare
Intel just announced record earnings for Q1 2018. Revenue was $16.1 billion, up 13% YoY and well ahead of the $15 billion +/- $500 million guidance...
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Autonomous Driving- Intel's Mega-Billions Gamble
Intel's high-profile acquisition of Mobileye for $15.3 billion in 2017 was a clear sign of the company's intention to become a dominant player in...
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‘Peak Smartphone’ Thesis Goes Mainstream, as EM Disappoints Bulls…
TSMC’s weak guidance last week and Q2 shipment downgrades for Apple reflect the ‘peak smartphone’ underweight stance on the Asian supply chain...
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