Smartkarma Originals
China Semiconductor Progress & Opportunities Review 2020
Since the launch of China's ‘Made in China 2025’ strategic plan in 2015, billions of dollars have been invested to bolster the country's...
1.3k Views
Silicon Wafers Q3 2019. LTAs & Joint Investments Are Fixing Some Problems But Creating Others
Long Term Agreements (LTAs) signed as silicon wafer shortages worsened back in late 2017 have thus far helped wafer manufacturers survive the worst...
548 Views
Aequitas: Powerchip Semiconductor Manufacturing GDR Offering -
Powerchip Semiconductor Manufacturing (6770.TT) is looking to raise around US$895m, selling 420m shares (28m GDRs) via a GDR offering.
176 Views
Aequitas: WT Micro GDR Early Look - Revisiting the GDR Market Six Months Later Amid Strong Momentum
WT Microelectronics (WT Micro) is looking to raise up to US$1bn in its upcoming global depository receipts (GDRs) offering. The firm is also...
155 Views
MS-Taiwan Index Earning Revision (May): Hon Hai Precision, Taiwan Cement, Catcher Technology, TSMC
We analyzed MS-Taiwan's consensus for May 2026 and highlighted changes of EPS in Hon Hai Precision, Taiwan Cement, Catcher Technology, Fubon...
166 Views