ASE Guides Below Seasonal 4Q17; Fingerprint SiP Is Replaced by Face ID
Fingerprint SiP is replaced by face IDBy factoring in the following guidance from Advanced Semiconductor Engr (2311 TT) , we estimate ASE trying to...
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TSMC: Strong 2H but Most in Line; Hiking Capex and Pulling in 7nm for Qualcomm?
SummaryDespite much in line 2H17 comparing to consensus estimates, we believe analysts are looking TSMC beyond 2H17 for Qualcomm's 7nm orders back...
522 Views
ASE - COO Dr. Tien Wu Was Indicted for the Insider Trading on SPIL Merger Case; Implications
What's new?Advanced Semiconductor Engr (2311 TT) 's Chief Operating Officer (COO) Dr. Tien Wu was indicted by Kaohsiung District Prosecutors Office...
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ASE Might Need Another Disposal Gain to Window Dressing 3Q17; SPIL Consolidation Is Still Unknown
Summary Need another property disposal gain to window dressing 3Q17: By removing 2Q's property disposal gain, ASE could only deliver NT$0.44 EPS...
447 Views
TSMC - Market Might Wait for a Consensus Expectation Reset Before Turning Positive on Strong 3Q
Executive summary Strong 2H17 intact: Despite weaker 1H17, TSMC reiterates 2H17 sales over 2H16 by 5% in US$ term, implying 3Q17 sales growth of...
489 Views