ENTITY
Taiwan Semiconductor (TSMC)

Taiwan Semiconductor (TSMC) (2330 TT)

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Analysis
Information TechnologyTaiwan
Taiwan Semiconductor Manufacturing Company, Ltd. manufactures and markets integrated circuits. The Company provides the following services: wafer manufacturing, wafer probing, assembly and testing, mask production, and design services. TSMC's ICs are used in computer, communication, consumer electronics, automotive, and industrial equipment industries.
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bearishMediatek Inc
16 Aug 2017 20:18

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

Summary Spreadtrum is back to the game: Spreadtrum unveiled SC9853I based on Intel's 14nm foundry process, 1.8Ghz Octa-Airmont-core and supports 4G...

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Andrew Lu
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bearishNVIDIA Corp
11 Aug 2017 07:40

Nvidia - Most of Good News Priced in if Following the Below Seasonal Sales Guidance?

Double digit 2Q17 sales beat but guides 3Q17 below seasonal growth Double digit 2Q17 sales beat: The leading gaming and AI graphic chip...

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Andrew Lu
221 Views
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bullishMediatek Inc
31 Jul 2017 20:35

MediaTek Refocuses on Margin, Defocuses on the High-End Smartphone After the Management Changed

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...

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Andrew Lu
362 Views
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bullishApple
31 Jul 2017 08:54

Apple Asks Operators to Take IPhone 6/6s Inventories to Secure IPhone 8 Quota

What's new?According to Commercial Times today, Apple Inc (AAPL US) asked Chunghwa Telecom Co Ltd (2412 TT), Far Eastone Telecomm Co Ltd (4904 TT),...

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Andrew Lu
247 Views
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29 Jul 2017 21:30

The Week that Was in Greater China @Smartkarma: JD.com Doubts, One Belt One Road, Fishy Wanda

This is the 11th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...

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