NAND Memory Oversupply Concern: Implication of Tsinghua-XMC Merger on Samsung
A very interesting news came out of China’s memory chip industry. Tsinghua Unigroup merged its memory chip operations with that of Chinese...
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Can Murata Crack the FEM Market?
Rewind twelve months, and Murata's decade-old acquisitions strategy was paying off. Acquisitions such as C&D's power division (2007)...
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Points to Consider from SEC's 2Q16 Results
Following is the breakdown of SEC's 2Q16 OP (KRW8.1tril in total, +17.4% YoY, +21.3% QoQ)1. IM (smartphone): KRW4.42tril2. DS (memory chip):...
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What Apple Guidance Says About Smartphone Demand?
First look at 2Q16 results Apple reported 2Q16 sales of US$42.358bn, down 16% q/q and 15% y/y, which was in line with earlier mid points sales...
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Investment Opportunity from Samsung's 3D NAND Supply Chain: Wonik IPS & TES
I'd like to recommend investors to closely watch Samsung's 3D NAND supply chain. Why? It is mainly because Samsung is the only one that is...
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