The company has done very well since our last inspection. It has mastered the art of ROI-focused decision-making. There is a secular tailwind with ever more silicon going into ever […]

Despite a big earnings beat, the short-term prospects aren’t too exciting as capacity utilization is going to fall back a bit in Q3, and CapEx will ramp up. But we […]

A change in strategy, the backdrop of end-product demand growth and scaling up a facility in China should give the company considerable room to run. This won’t happen immediately though. […]