ChipMOS (8150 TT) Strong Automotive & Consumer Demands
ChipMOS’ 2Q21 GM beat expectations, propelling the company’s profit to achieve 125% of the guidance. As such, we raise its FY21 EPS projection to...
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Fujitsu Subsidiary Selldowns or Buy-Ins?
On Wednesday, partway through the day, it was discovered that the website of a relatively obscure Japanese "business and politics" monthly magazine...
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Taiwan Semis - Cash Out in China in Exchange for More Orders and Upgrades
Taiwan semis are cashing out in China: Chipbond announced to sell 53.69% of Chipmore shares to BOE and China government-backed funds for US$166mn....
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Himax - What if 50% of Android Smartphones Need Face ID by 2021?
What triggers our idea?Among all of the new features we have highlighted in Apple Inc (AAPL US) new iPhone X (please see "Apple New IPhones and...
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MOEA Is Delaying Powertech and ChipMOS Investments by Tsinghua Unigroup; Negative Implications
What's new?According to National Business Daily, Economic Daily, and Commercial Times, Tsinghua Unigroup (China) suggested earlier stock purchase...
480 Views