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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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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Sharp - Growing OLED Issues - Has Japan Display Become the Call Option Play?
Following comments to the media, the new president of struggling Japanese electronics maker Sharp, Tai Jeng-wu, has written to the Tokyo government...
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Sharp & Hon Hai: A Deal Approaches, Fifth Column Risk?
The past week has seen suggestions Hon Hai would pay between 100-200bn yen less for Sharp than initially envisaged with the 200bn number having...
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