Hon Hai's $7bil Investment In US for Display Panel With Apple - What's Really Happening?
WSJ reported that Hon Hai (Foxconn) is mulling to open a US$7 billion display factory in the U.S., possibly with Apple co-investing, in response to...
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We Should Give A Higher Valuation Premium to Samsung on Its Display Business
Hasn't Apple found any other OELD supplier than Samsung's wholly-owned SDC (Samsung Display Corp.)? Is this OLED supply shortage crisis fueled by...
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Hon Hai Attacks Samsung for What?
What is Hon Hai really thinking about its decision to stop supplying Sharp's LCD panels to Samsung?Let's first check the below data: Sharp produces...
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Trump Victory Brings Uncertainty to Auto Sector Around U.S. Trade Agreements
Many automotive stocks declined on the morning of Nov. 9 on fear of a Donald Trump presidency. We think selling for now is due to massive...
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Background Story on Apple-Sharp's Possible OLED Deal
Yes, it is not difficult to understand why Apple needs Sharp for plastic OLED. Everyone knows why. Not only Apple needs a reliable second (or...
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