Renesas – Auto Chip Shortage Could Drive Further Gains
Renesas could continue to outperform despite a 248% rally from its 2020 lows as automotive electrification joins work from home demand to create a...
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Micron Reports Solid 1QFY21, Adds New Twist to Strategy
Micron reported better-than-expected earnings in its January 7 earnings call, with a new strategy and technology leadership to improve...
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2021 High Conviction: Semiconductor Growth with COVID Risk
In 2021 either the chip market will grow or a COVID-driven collapse will cause it to decline. This Insight shows how to estimate either extreme,...
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Asia Short Interest: BIG Covering in HK & Korea
There was a big drop in short interest in Hong Kong and Korea while shorts rose in Japan mainly led by ANA on the back of the offering. Shorts in...
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September Semiconductor Stats In: 2020 Growth Despite Pandemic
September's semiconductor industry stats indicate 5+% growth for 2020. Can the business sustain this, or will COVID-19 and/or the US-China Trade...
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