Asia and Global Semiconductor and Tech Research

Andrew Lu

Former Head of Asia ex-Japan Semiconductor and TFT-LCD/Touch Research at Barclays and Citi Bank, Former Head of Technology at 國金證券

Spreadtrum Is Back to the Game by Leveraging Intel IPs and Production; Negative to MediaTek?

Can MediaTek Keep Its Margin Promise if Qualcomm Is Cutting the Price by 30%? Cost Cut Coming

MediaTek's New Guidance Not Strong Enough to Justify the Recent Rally

MediaTek Is Betting on 2H17 Margin Recovery on Lower Cost Solution Ramp

MediaTek Goes for TSMC Ex-CEO Dr. Rick Tsai as Co-CEO and Raises 1Q17 Earnings Forecast

Qualcomm Is Regaining Its Momentum on MSM Chipset Sales Despite Licensee Disputes

Qualcomm Seeks to Ban Intel Baseband IPhone

Qualcomm Fought Apple Back - Besiege Wei to Rescue Zhao

Equity Bottom-Up

<h2>MediaTek is changing its focuses after the new Co-CEO Rick Tsai on board</h2><ul><li>
<strong>Refocuses on margin:</strong> Apart from the gross margin improvement in 3Q17 to 35.5% from 1H17's 34-35%, MediaTek expects gross margin recovery to high 30% (37-39%) in 2H18, beating Bloomberg consensus' 35% in 2H18. The company attributes the margin improvement to a better cost reduction on new smartphone baseband design, allocating more resources to higher margin fast growing non-smartphone products like NB-IOT MT2625 SoC for…</li></ul>

MediaTek is changing its focuses after the new Co-CEO Rick Tsai on board
Refocuses on margin: Apart from the gross margin improvement in 3Q17 to 35.5% from 1H17's 34-35%, MediaTek expects gross margin recovery to high 30% (37-39%) in 2H18, beating Bloomberg consensus' 35% in 2H18. The company attributes the margin improvement to a better cost reduction on new smartphone baseband design, allocating more resources to higher margin fast growing non-smartphone products like NB-IOT MT2625 SoC for…

TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

メディアテック、経営陣交代後、利益率に再び焦点を当て、ハイエンドスマートフォンへの注力から撤退

Mediatek Inc

メディアテック、経営陣交代後、利益率に再び焦点を当て、ハイエンドスマートフォンへの注力から撤退