MS-Taiwan Index Earning Revision (Apr): China Steel, Formosa Plastics, Yuanta Financial
We analyzed MS-Taiwan's consensus for Apr 2026 and highlighted changes of EPS in China Steel, Formosa Plastics, Yuanta Financial, Nan Ya Plastics,...
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Silicon Wafer Soitec Up Sharply on Strong Earnings
French SOI silicon wafer manufacturer SOITEC (SOI NQ), global #6 by market share, announced strong results on October 18'th 2017 with second...
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Monthly Semiconductor Sales Reach $35 Billion Globally for First Time in August
On Oct. 2'nd 2017, the Semiconductor Industry Association (SIA) announced that worldwide sales of semiconductors reached $35.0 billion for the...
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Silicon Wafers for Semiconductors - Ugly Duckling Turns Golden Goose
After a decade-long period of declining ASP's, the price of silicon wafers bottomed out in mid-2016 and has been on an upward trajectory ever...
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Taiwan Semi/Tech 3Q Sales Takeaway as an Early Indicator for Global Tech Earnings
Summary Starting October 13, 2016, TSMC will be the first company to report 3Q16 results and provide 4Q16 guidance to kick off semi/tech earnings...
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