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...
407 Views
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,...
515 Views
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...
346 Views
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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