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Technology Stocks : Sequans, the investors board

SQNS 7.340

-3.5%

Oct 31 9:30 AM EDT

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From: frmrVZguy	4/23/2018 11:48:38 AM
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It's Started: DRC, Japan, Korea race to fill void left by ZTE for low-cost hotspots, phones etc. While this is an early peek, the order visibility being reported by DIGITIMES this morning is a good indicator of what is coming through the pipelines and should hit balance sheets 6 months from now: October. There should be strong Forward Looking Statements from dozens of firms beginning this Reporting Season. While it is a case of losers being replaced by new winners, it is a story of Western-aligned winners benefiting from Mr. Trump's initiatives. digitimes.com 8-inch wafer capacity to remain tight by 2020 on explosive IoT demand* DIGITIMES Monday 23 April 2018* As IoT (Internet of Things) chips currently rely largely on 8-inch wafer fabs for fabrication, the increasing demand for such chips will keep such fabs in Taiwan and China running at full capacity through the end of 2018, with the capacity supply likely to fall short of demand by 2020 at least due to limited capacity expansions worldwide, according to industry sources. The sources said that global tech giants and telecom operators are joining IoT application markets, and governments in many countries are injecting substantial resources into IoT infrastructure construction, showing explosive demand for IoT-related chipset solutions...

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