Semis Moving from Inventory Build to Inventory Digestion
Recent announcements have indicated that the semiconductor market is migrating from a period of strength from an inventory build-up to softer...
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WSTS Reports June Semis: Lessens M/M Decline by Restating May
WSTS has released its June semiconductor revenue figures, revealing a month-month revenue decline of 0.3% from May.While this indicates that the...
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AEM: Onwards to $1 Billion Market Cap; Now More Attractive as M&A Target with Biz Diversification
AEM Holdings (AEM SP) posted stellar 1H20 results and raised its 2020 guidance. The margin improvement was strong as NPM doubled from 14.8% to...
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Intel Earnings Call - Solid Revenues Partly Thanks to COVID-19
In Intel's earnings call today the company showed Y/Y revenue growth of 20% that was due in part to the data center build-out caused by COVID-19...
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May Chip Shipments Up, but Outlook Is Confused
The SIA released the monthly WSTS semiconductor shipments statistics for May, and with it a statement that the chip market seemed resistant to...
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