Softbank's Long ARM into the Internet of Things.
We have noted previously that Softbank was raising a lot of money from asset sales. Most recently Travis Lundy commented on the sale of Supercell...
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Looking Long or Short Term on TSMC?
Taiwan Semiconductor Mfg. Co. Ltd. reports a better 2Q16 and guides a stronger 3Q16 but hints 4Q16 inventory and demand adjustment. We believe most...
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Points from Taiwan Semi/Tech 2Q Sales
Starting July 14, 2016, TSMC will first report 2Q16 results and provide 3Q16 guidance to kick off semi/tech earnings season. Our report takeaways...
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Two-Stage Taiwanese Deal
Official Announcement:Taiwan, Hsinchu – September 7, 2015 – MediaTek Inc. (TSE: 2454) announced its Board of Directors had approved a Letter of...
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Formosa Sumco Technology - Earnings, Returns, Financial Position, Worsening Dramatically
Company is seeing far lower net profit, with the just-announced quarter one of the worst on record in recent years. Debt is now a factor and SG&A...
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