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TSMC (Taiwan Semiconductor Manufacturing) - ADR

TSMC (Taiwan Semiconductor Manufacturing) - ADR (TSM US)

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Analysis
Information Technology • Taiwan
Taiwan Semiconductor Manufacturing Company Ltd. manufactures integrated circuits based on its proprietary designs. The Company offers a comprehensive set of integrated circuit fabrication processes to manufacture CMOS logic, mixed-mode, volatile and non-volatile memory and BiCMOS chips. Taiwan Semiconductor is an affiliate of Philips Electronics N.V.
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•18 Jan 2018 18:01

TSMC Expects Stronger Sales but Lower Capex Density, Implying Room to Raise Cash Dividends

SummaryDespite much in line 1Q18 guidance (8-10% q/q sales decline, 49.5-51.5% gross margin, 38-40% operating margin), most of the incremental new...

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Andrew Lu
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bearish•Mediatek Inc
•17 Jan 2018 10:14

MediaTek's Key Customer - Gionee Chairman's Assets Were Frozen by the Court?

What's new?According to Economic Daily and Commercial Times today, a court in Dongguan, Guangdong province, froze Gionee chairman's Liu Lirong's...

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Andrew Lu
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bullish•Sony Financial Group
•12 Jan 2018 09:51

BBSP Equity Asia Weekly Research 10th January 2018

Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAP• HSCEI/MXAP ratio is moving in a range pattern. Therefore downgrade...

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•08 Jan 2018 15:16

A Brief Analysis Of The Latest Emerging & Speciality Memory Technologies

While DRAM and NAND Flash, and to a lesser extent NOR Flash, rightly garner the lion’s share of media and investor attention, multiple competing...

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•06 Jan 2018 17:16

Can Anyone Benefit from Intel CPU Design Flaws?

What's new?According to Google Security Blog, Google's Project Zero team last year discovered serious security flaws caused by "speculative...

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Andrew Lu
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