Hurting Apple and Huawei if Open Market for Smartphone Is Emerging
An interview conducted by EE Times China with MediaTek Co-COO Jeffrey Ju has revealed the following points, which we see as possible multi-year...
363 Views
Taiwan OSAT Vendors Dominated >80% of Profits but We See No Winner
SummaryAfter Jiangsu Changjiang Electronics Tech Co (600584 CH, JCET) in China consolidated with Singapore STATS ChipPAC starting 3Q15, we have...
362 Views
Will TSMC Win 7/10nm Again Against Samsung and Intel
After market confirmed TSMC is getting almost 100% of Apple iPhone 7 A10 application processor (AP) order based on its 16nm FinFET process in 2H16E...
555 Views
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...
384 Views
MediaTek Guides Stronger 2H16 and Comments IC Shortage
Driven by smartphone ASP increase of 5-10% q/q on mix change to Helio 4G products (>15% of shipment in 2Q16 and >20% in 2H16), Mediatek Inc...
331 Views