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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Anything Really New at IPhone 7 and Watch 2 Launch Event?
SummaryApple just introduced its new iPhone 7 and 7 Plus by adding some new features. However, we do not see these new features are big enough to...
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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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FIT Hon Teng IPO Early Thought: Parent Hon Hai Has a Different Focus
FIT Hon Teng, a subsidiary of Taiwan listed Hon Hai Precision Industry (2317 TT), is planning to raise US$1-1.5bn to expand its business. In this...
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Points from Taiwan Semi/Tech 2Q Sales
Starting July 14, 2016, TSMC will first report 2Q16 results and provide 3Q16 guidance to kick off semi/tech earnings season. Our report takeaways...
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