Micron's Views Vs. Semiconductor History
Micron's projections for an increased memory share of total semiconductor revenues need to be reviewed in the light of history, which shows that...
222 Views
BBSP Equity Asia Weekly Research - 23 May 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• NIKKEI/MXAP: Long...
134 Views
SKT Underperforms in 1Q on Regulatory Pressure. But the Competitive Environment Is Easing.
SK Telecom (017670 KS) reported a slightly weak set of 1Q18 results (vs its peers), as tariff discounts hurt the top-line. As with its peers,...
135 Views
Global Semiconductor Sales Up 20% YoY in Q1 2018
Yesterday, April 30'th, the Semiconductor Industry Association (SIA) announced that worldwide sales of semiconductors reached $111.1 billion during...
135 Views
‘Peak Smartphone’ Thesis Goes Mainstream, as EM Disappoints Bulls…
TSMC’s weak guidance last week and Q2 shipment downgrades for Apple reflect the ‘peak smartphone’ underweight stance on the Asian supply chain...
142 Views