Nikkei Said Apple Cuts Dialog on Power ICs Supply; We Highlighted This in May and More to Come
What's new?Nikkei News reported Apple Inc (AAPL US) is designing its own main power management chips for use in iPhones as early as in 2018,...
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TSMC's 2017 Guidance Confuses Me
Executive summaryDespite slightly weaker 1Q17 sales, TSMC's strong 1Q17 margin guidance should drive Bloomberg consensus estimates to be raised....
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SMIC Gains Shares at Expense of Peers
SummarySMIC reports clear beats on 2Q16 results and 2H16 guidance and outlook against peers and Bloomberg consensus estimates, largely driven by...
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