Can Micron/Inotera Merger Deal to Be Closed Before Oct 18 After Micron CEO Visit?
What's new?According to Economic Daily, CEO of Micron Technology Inc (MU US), Mr. D. Mark Durcan came to Taiwan yesterday for four days trip to...
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What Drives Memory Contract Hike of over 20% in 2H16?
What's new? Economic Daily News (EDN) reports DRAM contract price hike of 15% q/q in 3Q16 and likely another 10% q/q in 4Q16 and NAND contract...
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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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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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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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