PSA Technology: Global Semiconductor Industry – Time for a Closer Inspection
With the world having taken a turn for the worse, Pelham Smithers discusses the implications for the semiconductor industry. Overall, he concludes that it is hard to justify a sustained negative re-rating of semiconductor stocks, as indeed it is hard to justify the fall in semiconductor valuations on any of the other purported grounds presented in the bear case scenarios outlined in this report, except on a short-term, unsustainable basis. As well as pointing our readers to sector and stock specific bets, he provides earnings models for 19 global semiconductor-related companies.
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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