Forecasting the Semiconductor Market
This is the time of year that Objective Analysis releases its semiconductor forecast. This post is based upon a video posted on the WeSRCH website...
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Semiconductors. Is the Bubble About To Burst?
Global semiconductor sales grew to an all-time record high of $412 billion in 2017 for a YoY increase of 21.6%. Of note is the fact that some 50%...
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Week Ahead in Global Macro: SPX Earnings, ECB, BOJ, Moon-Kim in DMZ, Macron/Merkel-Trump
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Prefer US value over growth this...
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Automotive Chipmakers in the Fast Lane —Destination: High-Speed Growth
Nvidia and Intel Will Both Be the Winners in Autonomous DrivingAs we contemplate the future of artificial intelligence, or AI, the most topical and...
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Micron Technology - A Call Optionality on Trump's Art of the Deal?
In the past few days, we have seen some major swing moves in Samsung Electronics Co Ltd (005930 KS) and SK Hynix Inc (000660 KS), who together have...
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