Still Searching For Rare Earths

There is both good and bad news for buyers of rare earths. The good news: It’s a buyers’ market. Prices for rare earths remain depressed amid a glut in the marketplace. The bad news: The supplier base is shaky. China still accounts for 85% of the world’s total production of rare earths, but most Chinese suppliers are operating at a loss. And two of the main non-Chinese suppliers, M... » read more

Effects Unknown

f you really want to know what’s going on inside the IC design world, pick up a copy of the annual reports of the largest foundries. Then triangulate that with the earnings reports of the largest makers of computers and mobile electronics and the makers of EDA tools and IP. All three areas are experiencing a massive uptick, which is good news considering the travails of the past couple of ... » read more