Will TSMC Win 7/10nm Again Against Samsung and Intel
After market confirmed TSMC is getting almost 100% of Apple iPhone 7 A10 application processor (AP) order based on its 16nm FinFET process in 2H16E...
610 Views
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...
470 Views
TWSE Foreign Holding Weekly (Apr 10th): TSMC, Quanta Computer, Delta Electronics, Yageo, Wistron
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Quanta Computer, Delta Electronics, Yageo,...
264 Views
TWSE Short Interest Weekly (Apr 10th): MediaTek, Nanya Technology, CTBC Financial
We analyzed TWSE short interest report for the past week and highlighted short interest changes in MediaTek, Nanya Technology, CTBC Financial,...
314 Views
Augmented Reality as New Driver for Semis?
We see VR (Virtual Reality) might be only a niche application to drive semiconductor demand but believe spectacles type Magic Leap’s Photonic...
413 Views