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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...

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More 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...

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Semiconductors: 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...

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Semi-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...

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Improving Auto demand good for Infineon

Note STM is seeing downgrades today. Refer to our note yesterday why we would be switching more into IFX.

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Global 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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