Positive Indicators for the Semi-conductor cycle:
ARM, ASML, STM and ASM International. TSMC has just reported very strong January sales growth of 37% YoY. This attributed to soaring demand for smartphone and tablet chipsets. In turn this has a...
View ArticleMore data confirming the turn in Semi-conductors
We highlighted TSMC’s strong January sales data and the sector’s ‘canary’, Microchip, also expecting a “strong recovery”. Applied Materials has seen a surge in bookings and Analog Devices has noted...
View ArticleSemiconductors: not only is the canary singing
As a reminder, Microchip called the semiconductor upcycle at the start of the year. The most revealing line from their statement this week is we could have a supply issue. “Unless we take immediate...
View ArticleSemi-conductors: Breakout confirmed
A slew of positive news in last 24 hours and confirmation of a breakout in the SOX. i) LED: China and Taiwan sign MOU on unifying LED lighting specs (will bring down costs). Everlight will expand...
View ArticleImproving Auto demand good for Infineon
Note STM is seeing downgrades today. Refer to our note yesterday why we would be switching more into IFX.
View ArticleGlobal Capex & M&A (cont): “Looking for an Investment Boom”
More join us in support calling for an increase in Global Capex & M&A (inorganic capex). The heading of Deloitte’s Monday Briefing today is “Looking for an Investment Boom”. In it they provide...
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