Silicon Wafers for Semiconductors - Ugly Duckling Turns Golden Goose
After a decade-long period of declining ASP's, the price of silicon wafers bottomed out in mid-2016 and has been on an upward trajectory ever...
564 Views
Smartkarma: ECM Coverage Weekly Update (22 April 2017)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs.Accuracy Rate:Our...
189 Views
Globalwafers Placement - A Well Flagged Deal with Positive Industry Sentiment
Globalwafers Co Ltd (6488 TT) is looking to raise US$422m (TWD12,830m) through issuing 62m new GDS with an upsize option of 6m GDS. Proceeds will...
238 Views
Global Wafer Corp (6488 TT): Imminent Industry Consolidation a Positive; Company Visit Note Summary
Global Wafer (6488 TT): Purchase of Sun Edison Semi (Semi US) will move GWC to #3 global supplier and 17% market share, after Shin-Etsu and Sumco...
286 Views
Taiwan Semi/Tech 3Q Sales Takeaway as an Early Indicator for Global Tech Earnings
Summary Starting October 13, 2016, TSMC will be the first company to report 3Q16 results and provide 4Q16 guidance to kick off semi/tech earnings...
4.8k Views