Qualcomm Says "NO" To Broadcom; Raise Price with a Proxy Fight?
Qualcomm says "NO" to BroadcomAfter we have highlighted two major challenges (antitrust scrutiny issue and Qualcomm's shareholders to ask much...
286 Views
Broadcom Is Buying Qualcomm; Two Major Challenges Ahead to Close the Deal
SummaryWe believe the merger news is somehow reliable as Broadcom CEO Hock Tan said at TSMC's 30th Anniversary Celebration Forum on October 23 that...
1.1k 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...
391 Views
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...
509 Views