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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Micron Updates Current Quarter Guidance
Micron Technology just upgraded its guidance for the current quarter. This Insight shows how this is positive for both Micron and for the industry.
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Global Equity Strategy: Bullish Outlook Intact
Read our complete International Strategy document to find detailed comments and recommendations for each of our 12 Sectors.
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The COVID-19 Pandemic and Semiconductors
The COVID-19 pandemic has caused profound business shifts,
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Semiconductors in April: COVID Impact Still Small
The SIA has released April's semiconductor shipment numbers, and they look positive enough. There is still considerable uncertainty both from the...
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