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%...
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Nvidia - Another Double-Digit Sales/EPS Beat for Gaming and Datacenter
SummaryDespite we are seeing a major sell-off in US semiconductor index to decline 2% overnight to 1,295 and Nvidia Corp (NVDA US) to fall 1.84%...
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Intel Poaches AMD's GPU Guru. Watch Out NVIDIA!
Just three days ago, we had the shock announcement from Intel Corp (INTC US) that they would be using a custom GPU core from Advanced Micro Devices...
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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...
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Qualcomm Misses Due to the Taiwan FTC Fine; Both Qualcomm and MediaTek Are Losing Shares
SummaryAfter the fine imposed by Korea and Taiwan Fair Trade Commission (KFTC and TFTC) together with losing BlackBerry Ltd (BB CN) arbitration...
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