Toshiba Might Not Sell the Memory Business to Its Competitors
Summary Revising our earlier view: We earlier believed Toshiba's new memory company would be a perfect opportunity for China to invest as China is...
347 Views
MOEA Is Delaying Powertech and ChipMOS Investments by Tsinghua Unigroup; Negative Implications
What's new?According to National Business Daily, Economic Daily, and Commercial Times, Tsinghua Unigroup (China) suggested earlier stock purchase...
572 Views
Intel Guides a Pause in 4Q16; Losing Short Term Momentum
Summary Results beat, but guidance miss: Intel reports US$0.03 better 3Q16 EPS than Bloomberg consensus' but guides 1% lower 4Q16 sales, lower...
653 Views
Taiwan Semi/Tech 3Q Sales Takeaway as an Early Indicator for Global Tech Earnings
Summary Starting October 13, 2016, TSMC will be the first company to report 3Q16 results and provide 4Q16 guidance to kick off semi/tech earnings...
4.9k 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...
330 Views