Samsung Display Fuels G10/G11 LCD Fab Race in China
What's new?After Shenzhen China Star Optoelectronics Technology (CSOT)/TCL USA announced to invest US$7.8bn (US$3.2bn equity plus US$4.6bn debt) to...
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Insights from Taiwan Semi/Tech July Sales
Despite recent strong performance (17% ytd) across US and Taiwan semiconductor index, we are turning a bit cautious here because Taiwan Semi/Tech...
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Points from Taiwan Semi/Tech 2Q Sales
Starting July 14, 2016, TSMC will first report 2Q16 results and provide 3Q16 guidance to kick off semi/tech earnings season. Our report takeaways...
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