Would Toshiba Sell Its 100% of Memory Business to SK Hynix/Hon Hai? Unlikely
What's new?According to Korea Herald news and copied by Economic Daily and Commercial Times, SK Hynix Inc (000660 KS) and Hon Hai Precision...
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Toshiba Might Not Sell the Memory Business to Its Competitors
Summary Revising our earlier view: We earlier believed Toshiba's new memory company would be a perfect opportunity for China to invest as China is...
326 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...
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What Drives Memory Contract Hike of over 20% in 2H16?
What's new? Economic Daily News (EDN) reports DRAM contract price hike of 15% q/q in 3Q16 and likely another 10% q/q in 4Q16 and NAND contract...
382 Views
Insights from Taiwan Semi/Tech July Sales
Despite recent strong performance (17% ytd) across US and Taiwan semiconductor index, we are turning a bit cautious here because Taiwan Semi/Tech...
322 Views