Embedded Non-volatile Memory (eNVM) Market Analysis 2012-2022 - By Product (eFlash, eE2PROM, FRAM), Region & Segment - Research and Markets
As valuations have run up in tech, we're staying focused on economic moats.
Greed trumps fear in several pockets of the tech sector, but buying opportunities can still be found.
Look at the financial section of practically any national newspaper on any given day, and one is liable to see an article about the weak housing market or the so-called subprime meltdown. It is easy to imagine that a weak housing market might be causing problems for mortgage banks like Washington ...
Investors should remain selective amid a generally uninspiring marketplace, while keeping an eye on secular themes.
Investors could still benefit by taking a closer look at some firms with strong positions in mobile computing.
Pricing for NAND flash chips may be set to rebound, which would be positive for Microchip MCHP . On March 28, Samsung Electronics SSNLF, the largest producer of dynamic random access memory and NAND flash memory, announced a bullish outlook for these markets, both of which have seen large price ...
High-quality large caps offer the most compelling valuations.
Though pockets of weakness have emerged, we expect well-positioned tech and telecom firms will continue to prosper.