China Smartphone - Huawei/Oppo/Vivo Gained Shares from Global Brands
What's new?According to the latest research from IDC, China smartphone shipments grew only 1% y/y to 104mn units with stronger y/y growth from...
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Is Apple Not Paying Royalties to Qualcomm Just a One off or All Others Will Follow Apple?
Summary What's new? In less than ten days, Qualcomm cuts 2Q17 sales, and GAAP EPS guidance due to Apple is withholding royalty payments to its...
434 Views
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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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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PSVR On Display at Best Buy
Up until recently, PlayStation Virtual Reality (PSVR) has only been seen by industry insiders, media commentators and a handful of investors....
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