How Bad for TSMC After Samsung Spins off "Samsung Foundry"?
What's new?According to The Korea Economic Daily, Samsung Electronics Co Ltd (005930 KS) has decided to spin off its foundry operation from the...
739 Views
TSMC - Market Might Wait for a Consensus Expectation Reset Before Turning Positive on Strong 3Q
Executive summary Strong 2H17 intact: Despite weaker 1H17, TSMC reiterates 2H17 sales over 2H16 by 5% in US$ term, implying 3Q17 sales growth of...
419 Views
Intel Pays up 34% of Premium on Mobileye to Buy 1% Sales; Desperately into Autonomous Drive Market?
Summary Intel pays up 34% premium to acquire Mobileye: Intel announces to buy Mobileye for $15.3bn at US$63.54 per share in cash or 34% premium to...
470 Views
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...
450 Views
5 Ways The Internet Of Things Will Influence Commerce
The "internet of things" (IoT) concept is in its nascent stage of development, but it is on the verge of exploding. To put its development into...
1.2k Views