A Semiconductor Downturn's Coming, But How Bad Will It Be?
During June three important semiconductor forecasts were released. While one predicts growth through 2019, the other two agree that a downturn is...
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Japan & Korea @Smartkarma: Autos, Toshiba, NTT, JDI, North Korean Détente, and Trump Trade
As these weekly summaries get written on a weekend we look at things on a Friday-to-Friday schedule but things move at a fast pace. Just a week can...
152 Views
Tokyo Electron (8035 JP): New Medium-Term Plan
Tokyo Electron (TEL) has released a detailed Medium-Term Plan that includes management's view of the outlook for semiconductor wafer fab equipment...
127 Views
Tokyo Electron Bullish for a 30%+ Rise
Tokyo Electron (8035) in Japan exhibits some very bullish chart points that call for a major breakout on the back of our recent bullish SOX call in...
94 Views
Sumco Vs. TEL: Wafers over Etchers
We believe that conditions within the semiconductor chain make the relative prospects for wafer manufacturers extremely attractive in terms of both...
168 Views