Taiwan OSAT Vendors Dominated >80% of Profits but We See No Winner
SummaryAfter Jiangsu Changjiang Electronics Tech Co (600584 CH, JCET) in China consolidated with Singapore STATS ChipPAC starting 3Q15, we have...
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Update on Samsung's Recent Actions for P-OLED, Foundry & Automotive
This is an update report on Samsung's recent strategic actions for its display panel, semiconductor and automotive businesses. I think Samsung has...
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Will TSMC Win 7/10nm Again Against Samsung and Intel
After market confirmed TSMC is getting almost 100% of Apple iPhone 7 A10 application processor (AP) order based on its 16nm FinFET process in 2H16E...
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Recap on Samsung Affiliates' Recent Price Surge
Early morning on Aug. 18 Thursday, there was the news about the possibility that Samsung Life would acquire additional stakes in Samsung Fire and...
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Challenges & Opportunities in LG Display's Plastic OLED Supply Chain
Now is the time for LG Display (LGD) to start supplying OLED for mobile devices to its biggest client, Apple, but with a focus on plastic-OLED...
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