Softbank: Reduced Yield Competitiveness, End of Passive Buying and Softbank Group's Hunger for Cash
We are once again turning negative on Softbank Corp (9434 JP) as the stock price is now 18% above the ¥1,200 level which we mentioned looked cheap,...
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Renesas: Surges 10% on Positive Nikkei Interview with CEO Suggests Solid M&A Knowhow
After its share price lost two thirds of its value over the last year Renesas Electronics (6723 JP) is surging today after a positive interview...
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AMD Reiterates Market Share Progress In Bullish Update at Credit Suisse TMT Conference
During the course of a wide-ranging fireside chat, Advanced Micro Devices CEO Lisa Su delivered a bullish update on the company's competitive...
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TSMC (2330 TT): A Generalist's Guide
Smaller, Faster, Cheaper, Denser has become the motto of the foundry industry. I think Daft Punk and the TSMC wafer fab technicians would...
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PC Partners: Nvidia Proxy Suffering from Disappointing Reception to Latest GPU
PC Partner (1263 HK) was a cheap proxy to ride on the coattails of Nvidia Corp (NVDA US) launch of its new Video Graphics Card (VGC). The launch...
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