Supply Chain Impacts Due to Note 7 Battery Explosion Case
What's new?Smartkarma Insight provider Sanghyun Park has published a quick note "Samsung Galaxy Note 7 Battery Explosion Case"Â Â to highlight...
401 Views
Taiwan OSAT Vendors Dominated >80% of Profits but We See No Winner
SummaryAfter Jiangsu Changjiang Electronics Tech Co (600584 CH, JCET) in China consolidated with Singapore STATS ChipPAC starting 3Q15, we have...
360 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...
382 Views
Implications to Supply Chain from Qualcomm Results
After MediaTek reported 25% q/q sales growth in 2Q16 and commented stronger demand from China smartphone vendors, we see no surprise that Qualcomm...
459 Views
Looking Long or Short Term on TSMC?
Taiwan Semiconductor Mfg. Co. Ltd. reports a better 2Q16 and guides a stronger 3Q16 but hints 4Q16 inventory and demand adjustment. We believe most...
400 Views