Global Semiconductor Sales Increase 12.7 Percent Year-to-Year in October; Double-Digit Annual Growth Projected for 2018. https://www.design-reuse.com/news/45253/october-2018-worlwide-semiconductor-revenues.html

Global Semiconductor Sales Increase 12.7 Percent Year-to-Year in October; Double-Digit Annual Growth Projected for 2018. https://www.design-reuse.com/news/45253/october-2018-worlwide-semiconductor-revenues.html

The PHLX semiconductor infex is extremely bullish today.hehe

Trump tweets China to cut tax on US-made cars, revs up auto stocks

https://www.cnbc.com/2018/12/03/trump-tweets-china-to-cut-tax-on-us-made-cars-revs-up-auto-stocks.html

US will hold off on raising China tariffs to 25% as Trump and Xi agree to a 90-day trade truce

https://www.cnbc.com/2018/12/01/us-china-wont-impose-additional-tariffs-after-january-1-report.html

Worldwide semiconductor revenue hits record US$129.8 billion in 3Q18, says IHS. The global semiconductor industry revenue grew 7.4% sequentially in the third quarter of 2018, reaching a record US$129.8 billion, according to IHS Markit. Semiconductor growth occurred in all application markets and world regions.. https://www.digitimes.com/news/a20181130PR202.html

Semiconductor Investors See Cause for Optimism After Recent Rout. https://www.bloomberg.com/news/articles/2018-11-13/semiconductor-investors-see-cause-for-optimism-after-recent-rout

Semiconductor ETFs Surge Amid Renewed Trade War Optimism. https://www.bloomberg.com/news/articles/2018-11-13/semiconductor-etfs-surge-amid-renewed-optimism-on-china-trade

China October exports surprisingly strong in race to beat higher U.S. tariffs. https://www.reuters.com/article/us-china-economy-trade/china-october-export-growth-surprisingly-strong-in-race-to-beat-higher-u-s-tariffs-idUSKCN1ND0B6

This is the best time to buy stocks since Trump’s election, says Wells Fargo

https://www.marketwatch.com/story/end-of-easy-but-the-best-time-to-buy-stocks-since-nov-2016-says-wells-fargo-2018-10-26

Global Semiconductor Sales in September Up 13.8 Percent Year-to-Year
Q3 sales are highest on record, 4.1 percent more than previous quarter, 13.8 percent higher than Q3 of last year

https://www.prnewswire.com/news-releases/global-semiconductor-sales-in-september-up-13-8-percent-year-to-year-300738812.html

https://www.forbes.com/sites/mikescott/2018/05/28/electric-car-sales-set-to-accelerate-as-costs-fall-and-production-scales-up/#2b10bde14049
Electric Car Sales Set To AcceleElectric Car Sales Set To Accelerate As Costs Fall And Production Scales Uprate As Costs Fall And Production Scales Up

https://www.forbes.com/sites/mikescott/2018/05/28/electric-car-sales-set-to-accelerate-as-costs-fall-and-production-scales-up/#2b10bde14049

Electric Vehicles’ Day Will Come, and It Might Come Suddenly
https://www.bloomberg.com/view/articles/2018-08-31/electric-vehicles-in-california-their-day-will-come-suddenly

‘Electronic industry is not slowing down’
https://www.thestar.com.my/business/business-news/2018/08/27/electronic-industry-is-not-slowing-down/

Would Warren Buffett Be Interested in Sunright Limited, One of the 30 Best Stocks in Singapore for 2018?
https://www.fool.sg/2018/04/17/would-warren-buffett-be-interested-in-sunright-limited-one-of-the-30-best-stocks-in-singapore-for-2018/

Valuetronics

https://www.businesstimes.com.sg/companies-markets/valuetronics-q1-profit-up-19-on-higher-industrial-commercial-electronics-revenue

Sasse says Trump has directed Lighthizer, Kudlow to look into joining TPP
https://www.marketwatch.com/story/sasse-says-trump-has-directed-lightizer-kudlow-to-look-into-joining-tpp-2018-04-12?mod=bnbh

China's response is a surprise for some people," said Julian Evans-Pritchard, senior China economist at Capital Economics, noting that neither said had yet called for enforcement of the tariffs.

"It's more of a game of brinkmanship, making it clear what the cost would be, in the hopes that both sides can come to agreement and none of these tariffs will come into force," he said.

Beijing's list of 25 percent additional tariffs on U.S. goods covers 106 items with a trade value matching the $50 billion targeted on Washington's list, China's commerce and finance ministries said. The effective date depends on when the U.S. action takes effect.

https://www.nbcnews.com/news/china/china-slaps-tariffs-50-billion-u-s-goods-trade-dispute-n862611

China cuts tax rates for chipmakers amid trade tensions
https://www.reuters.com/article/us-china-semiconductors-taxbreaks/china-cuts-tax-rates-for-chipmakers-amid-trade-tensions-idUSKBN1H60JM

Semiconductor stocks turned in some of the market's best performances on the day, driving the Philadelphia Semiconductor Index up by 4.24 percent.

Paper tigers? US and China in dispute over tariffs but trade war looks remote
https://www.theguardian.com/business/2018/mar/25/us-china-trade-tariffs-paper-tigers

Goldman Says World’s Best Bet Right Now Is Emerging Market Stocks
https://www.bloomberg.com/news/articles/2018-03-15/goldman-s-patel-says-emerging-market-stocks-are-world-s-best-bet

Buy Kesm as well.

Stronger Semiconductor 2018 Than Previously Forecast
In a move reminiscent of the continual upward revisions to semiconductor market forecasts that characterized 2017, market watcher IC Insights has increased its forecast for semiconductor industry growth this year to 15 percent from a previous projection of 8 percent.

Wow
https://www.eetindia.co.in/news/article/18031503-stronger-semiconductor-2018-than-previously-forecast

A Deep Dive into Sunright Limited, One of the 30 Best Stocks in Singapore for 2018
https://www.fool.sg/2018/01/31/a-deep-dive-into-sunright-limited-one-of-the-30-best-stocks-in-singapore-for-2018/

In Malaysia, Sunright’s semiconductor burn-in, testing and electronic manufacturing (BIT&EM) services are provided through its 48%-owned subsidiary, KESM Industries, which is listed on Bursa.
https://www.theedgesingapore.com/article/sunright-%E2%80%98interesting-investment-case%E2%80%99-says-nra-capital

KESM Industries

The world’s largest independent burn-in and test service company KESM does not make chips but has shipped about a billion burn-in and test devices to its customers — semiconductor companies. Although it does not directly export products, KESM is a company to watch as it supports and sells to exporters and works closely with top semiconductor firms. Its aggressive capital expenditure into the automotive burn-in and test business could rake in returns from the growth of autonomous and smarter vehicles.