TSMC's 30th Anniversary Celebration - Takeaways from Panel Discussion on Semis: The Next 10 Years
TSMC's 30th Anniversary Celebration ForumTaiwan Semiconductor Mfg. Co. Ltd. (2330 TT) is holding its 30th Anniversary Celebration Forum on October...
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Korean Stock Market Trade Pattern Analysis for Oct 16-20
We have a very interesting trade pattern last week. Local institutions continued to have their selling mood as they have net sold ₩783.7bil worth...
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TSMC: Strong 2H but Most in Line; Hiking Capex and Pulling in 7nm for Qualcomm?
SummaryDespite much in line 2H17 comparing to consensus estimates, we believe analysts are looking TSMC beyond 2H17 for Qualcomm's 7nm orders back...
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Samsung C&T-Cheil Merger Trial Outcomes - Ramifications
We now have the outcome of the first trial on the Samsung C&T-Cheil merger, which began early last year. The Korean court said that the merger...
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Learnings From The History Of Memory Part 1 - China's DRAM Dreams
Memory, both DRAM and NAND, are currently in a super-cycle characterized by tight supply and rising prices. Commentators are divided as to whether...
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