IPhone 8/X Oct Checks and AAPL Margin and Unit Growth Implications
iPhone X Further Delays?Definitely True! And it is all about LG Innotek Co Ltd (011070 KS). Somehow the camera module maker still suffers from...
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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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Silicon Stories F: Rebooting Microsoft
Thinking Outside the Xbox. In Satya Nadella's bestseller Hit Refresh (which sold out in Thailand during the first week!), the third Microsoft CEO...
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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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Sharp (6753)--Potential Short Squeeze Ahead
Sharp's Q2 results on October 27th could coincide with an announcement that Sharp's stock will be elevated from the TSE-2 (Tokyo Stock Exchange...
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