TSMC (TSM.US; 2303.TT): TSMC Shall Decide Whether to Raise Wafer Price in One, or Two Month.
TSMC has the lowest wafer price among top foundry players, i.e., TSMC, UMC, GF and SMIC. For 28nm, the generic price is ~US$2,500 in TSMC, but it...
613 Views
SMIC (0981.HK): Raising CapEx to $5bn in 2022. Exciting News, or Fierce Competition Ahead?
SMIC plans to expand capacity in Shenzhen, Tianjin and Beijing in 2022 because the unprecedently foundry demands. The Capex plan is ~US$5bn in...
547 Views
Why Would Intel Buy Global Foundries?
We think its a bonkers idea for Intel to acquire Global Foundries. Unless it wants to accelerate its margin demise. We would increase a short...
594 Views
Micron 3Q Call: Good News with a Caution
Micron's June 30 quarterly earnings call was not ALL good news, but there was enough good news to make the company very attractive. The outlook is...
453 Views
Samsung Electronics - M&A in the Cards?
Samsung Electronics' M&A desire.  To me there is a clear target that can be done in the near future even with JY Lee in the can.
557 Views