ASE Might Need Another Disposal Gain to Window Dressing 3Q17; SPIL Consolidation Is Still Unknown
Summary Need another property disposal gain to window dressing 3Q17: By removing 2Q's property disposal gain, ASE could only deliver NT$0.44 EPS...
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More Taiwan Semi Veteran to Join China Semis; Structurally Harmful to Other Supply Chain Vendors
What's new?Economic Daily and Commercial Times news today both confirmed Dr. Shih-wei Sun would join the Tsinghua Unigroup as an executive vice...
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Amkor Beats on Structural Improvement or Pre-Merger Windows Dressing?
3Q16 results and 4Q16 guidance beat Bloomberg consensus Results beat: Amkor Technology Inc (AMKR US) reports 3Q16 EPS of US$0.25, which was US$5...
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Another Look at China NAND Expansion
We believe set up of YRST is to combine all funding resources up to US$24bn from National Integrated Circuit Industry Investment Fund, Tsinghua...
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