Wistron (3231 TT): Serving the Insatiable IT Device Market
Cheap on a gross profit basis, strong net profit momentum, and shareprice is less volatile relative to its sector Apple Inc (AAPL US)'s iPhone 7...
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More Delays for OLED IPhone 8
Apple’s OLED model iPhone 8 volume shipments are likely to be delayed longer than we had previously expected. This week, we confirmed with our...
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Qualcomm Fought Apple Back - Besiege Wei to Rescue Zhao
Summary What's new?Qualcomm this week filed a complaint in the U.S. District Court for the Southern District of California against Apple's...
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Taiwan Semi/Tech 3Q Sales Takeaway as an Early Indicator for Global Tech Earnings
Summary Starting October 13, 2016, TSMC will be the first company to report 3Q16 results and provide 4Q16 guidance to kick off semi/tech earnings...
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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...
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