Dr. Liang Joins SMIC After TSMC/Samsung; Rumor as a CEO Is Becoming a Fact
Earlier Rumor is becoming a factAfter months of rumors about Dr. Liang, Mong Song might join Semiconductor Manufacturing (981 HK) as a CEO, SMIC...
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China Foundry Market Might Be Dominated by TSMC; Our Analysis After IC Insights Report
SummaryWhat did IC Insights say about China foundry market? Pure-play foundry sales in China are expected to jump by 16% y/y this year to about...
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TSMC - Chairman Morris Chang Will Retire in June 2018; Implications for All Prospects
Morris' retirementAfter 30 years devotion to Taiwan Semiconductor Mfg. Co. Ltd. (2330 TT), Chairman Morris Chang today announces to retire from the...
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US Trump Blocks Lattice Acquisition for Security Risk - China Will Have to Build Its Own Now
What's new?According to Bloomberg News today, US President Donald Trump blocked a Chinese-backed Canyon Bridge Capital Partners from buying Lattice...
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SMIC Guides Another Miss- Heavy Capex Seems Not Turning into Sales and Profits
Another major miss in 3Q17After a small miss in 2Q17 numbers (please see our earlier report "Terrible Miss in 2Q17 to Drive More Downgrades; The...
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