Micron 3Q Call: Good News with a Caution
Micron's June 30 quarterly earnings call was not ALL good news, but there was enough good news to make the company very attractive. The outlook is...
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WSTS Forecast: Record Semiconductor Revenues in Both 2021 & 2022
The semiconductor industry's statistics body, WSTS, released a very bullish Spring forecast, predicting revenues to break records in both 2021 and...
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April Semiconductor Sales Released - YTD Growth 16.8%
April Semiconductor revenues are 21.7% higher than last April, resulting in 16.8% year-to-date growth. Is this sustainable? This Insight looks at...
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Renesas Equity Offering - Priced To Go With Index Demand Now and Later
Renesas will offer up to 373mm shares or what should be ~$4bn of new and used stock. Pricing (with pushing and shoving before) should be 9 June....
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Global Semiconductors: Consolidation, but Active Funds Remain Well Invested
Allocations in Semiconductor stocks have seen tremendous growth over the past 3 years. Whilst ownership growth has slowed, exposure remains high.
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