TSMC: Strong 2H but Most in Line; Hiking Capex and Pulling in 7nm for Qualcomm?
SummaryDespite much in line 2H17 comparing to consensus estimates, we believe analysts are looking TSMC beyond 2H17 for Qualcomm's 7nm orders back...
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Learnings From The History Of Memory Part 1 - China's DRAM Dreams
Memory, both DRAM and NAND, are currently in a super-cycle characterized by tight supply and rising prices. Commentators are divided as to whether...
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Dr. Liang Joins SMIC After TSMC/Samsung; Rumor as a CEO Is Becoming a Fact
Earlier Rumor is becoming a factAfter months of rumors about Dr. Liang, Mong Song might join Semiconductor Manufacturing (981 HK) as a CEO, SMIC...
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Visit a Face ID and 3D Sensing Component Vendor; Interesting Findings
Visit an Apple Face ID and Android platform 3D sensing component vendorThis morning, we have visited a key Apple Inc (AAPL US) Face ID and Android...
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China Foundry Market Might Be Dominated by TSMC; Our Analysis After IC Insights Report
SummaryWhat did IC Insights say about China foundry market? Pure-play foundry sales in China are expected to jump by 16% y/y this year to about...
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