EM Tech: The Pain Trade Of 2017
Global Emerging Market fund managers are, on average, underweight technology stocks. In fact, though tech positioning among EM managers is at its...
338 Views
SMIC Guides Likely 4Q17 Losses? No Wonder Dr. Liang Is Needed
SMIC guides likely 4Q17 losses?After an inline 3Q17 sales/earning numbers, Semiconductor Manufacturing (981 HK) guides 4Q17 sales growth of 1-3%...
348 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
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...
530 Views
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...
900 Views