What a 5% DRAM Wafer Cut Really Means
Over the past few quarters leading DRAM and NAND flash makers have outlined their plans to cut wafer production by small percentages. This can...
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Global Equities Headed Up and to the Right: Technology, Health Care Leading
Our weight of the evidence approach leads us to believe the market remains in the early stages of a broad-based advance, meaning a buy-the-dip...
451 Views
After the Collapse: Semiconductors Enter the Next Phase
This SmartKarma Insight provides a current view of the semiconductor industry's status, benchmarking today's market status against a typical...
448 Views
Taiwan Short Interest - Largan and Innolux Diverge
Total short notional in Taiwan stocks is TWD 266,567 mm (~US$8.62 bn) as of yesterday's close.Over the fortnight, the largest short positions were...
447 Views
Taiwan Short Interest - Further Increase in Shorts
Total short notional in Taiwan stocks is TWD 269,991 mm (~US$8.66 bn) as of yesterday's close and has increased by TWD 10.28bn (~US$330mm) for the...
436 Views