Qualcomm Misses Due to the Taiwan FTC Fine; Both Qualcomm and MediaTek Are Losing Shares
SummaryAfter the fine imposed by Korea and Taiwan Fair Trade Commission (KFTC and TFTC) together with losing BlackBerry Ltd (BB CN) arbitration...
379 Views
21 Things Worth Knowing (#5)
1. Is Bitcoin a store of value for those with weak currencies? Despite its volatility Bitcoin is making huge inroads in Emerging Markets. ...
256 Views
MediaTek's New Guidance Not Strong Enough to Justify the Recent Rally
SummaryAfter over 50% appreciation in share price since Mediatek Inc (2454 TT) announced Dr. Rick Tsai as Co-CEO on 22 March 2017 (please see our...
278 Views
What Samsung Says About Demand; Implications to Memory, Display, and Smartphone Competitors?
The outlook for memory and foundrySamsung Electronics Co Ltd (005930 KS) expects tight memory supply/demand conditions to continue in 4Q17 due to...
387 Views
ASE Guides Below Seasonal 4Q17; Fingerprint SiP Is Replaced by Face ID
Fingerprint SiP is replaced by face IDBy factoring in the following guidance from Advanced Semiconductor Engr (2311 TT) , we estimate ASE trying to...
330 Views