Samsung's Dominance in Apple's OLED Supply Chain May Last Longer - Who Deserves Our Attention?
We all know one of the hottest things in the global tech market is small-sized OLED panels (or we can refer to as mobile OLED panels). Yes, Apple...
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Memory Spot Unlikely Goes up Further; Focusing on Contract Price Stability After Micron's Raise
Summary Micron raised already strong guidance: Post our raise on 1Q17 DRAM spot/contract price by 27%/11% and NAND flash spot/contract price by...
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The Week That Was in NorthAsia@Smartkarma - Jelly Drinks, Dental Implants, & Tires
This is the inaugural report of "The Week That Was in North Asia@Smartkarma. This is a collaborative report among Travis Lundy, Mio Kato, CFA,...
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Structural and Cyclical Drivers Underpin Semiconductor Outperformance
The secular overweight since 2012 to semiconductor growth themes including sensor, parallel processing and communication chip stocks has...
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Revisiting Samsung Restructuring Progress At This Critical Time
Lee is finally indicted. At the same time, Samsung announced several interesting measures to revamp its governance structure. But a potentially...
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