Trends come and go but the latest craze to take Wall Street by storm is proving quite persistent. AI hype has been all the rage this year and stocks with exposure to generative AI and… Read More
With a global emphasis on diversifying semiconductor supply chains and reducing reliance on a single country, the world turns its gaze towards India to lead the highly acclaimed ‘China… Read More
Authors: Hosuk Lee-Makiyama, ECIPE and Robin Baker, LSE
The US Department of Commerce’s Bureau of Industry and Security (BIS) has implemented the most comprehensive controls on semicon… Read More
The last year has seen a ton written about the semiconductor industry: chip shortages, the CHIPS Act, our dependence on Taiwan and TSMC, China, etc.
But despite all this talk about chips and… Read More
In sweet spot of semiconductor equipment spending. More than 50% of wafer fabrication equipment ('WFE') spending is in deposition and etch, which are the company's core segments. Lam… Read More
More than Just Moore’s Law
Building semiconductors is like playing Russian roulette. You put a gun to your head, pull the trigger, and find out four years later if you blew your brains… Read More
With the magnanimous growth of various industries, the technology used in industrial equipments has undergone a huge change. There are a number of different and customized industrial equipme… Read More