Incremental New at Apple WWDC 2017?
SummaryIn summary, we found no major surprise from Apple Inc (AAPL US) WWDC 2017 except some incremental improvements on Watch OS and iOS operating...
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Renesas Electronics: Better Positioned for Autonomous/Assisted Driving than XEV
Shareholders of Renesas Electronics Corp (6723 JP) are selling c.US$3bn of shares. Our fellow insight provider Mio Kato, CFA has written a detailed...
391 Views
How Bad for TSMC After Samsung Spins off "Samsung Foundry"?
What's new?According to The Korea Economic Daily, Samsung Electronics Co Ltd (005930 KS) has decided to spin off its foundry operation from the...
618 Views
TSMC - Market Might Wait for a Consensus Expectation Reset Before Turning Positive on Strong 3Q
Executive summary Strong 2H17 intact: Despite weaker 1H17, TSMC reiterates 2H17 sales over 2H16 by 5% in US$ term, implying 3Q17 sales growth of...
329 Views
Intel Pays up 34% of Premium on Mobileye to Buy 1% Sales; Desperately into Autonomous Drive Market?
Summary Intel pays up 34% premium to acquire Mobileye: Intel announces to buy Mobileye for $15.3bn at US$63.54 per share in cash or 34% premium to...
370 Views