Currency Headwinds and Inventory Buildups Undercut TSMC's1Q Results and 2Q Guidance
Taiwan Semiconductor Mfg. Co. Ltd. (2330 TT) reported muted first quarter results due to a combination of depreciation of new Taiwanese dollars...
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The Week That Was in NorthAsia@Smartkarma: Toshiba, Peptidream, and Missiles
It's been a full week for coverage of North Asia on Smartkarma. 30-odd insights on Japan and a dozen on Korea.ToshibaThe big theme of the week, and...
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Toshiba - What Really Is the Reason for WDC Threatening a Veto?
As Andrew Lu points out in his pieceToshiba NAND Unit Sales...", Western Digital's (WDC) veto threat looks to be a spoiling exercise. There are...
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Toshiba NAND Unit Sales - Apple Comes to Help but WD Comes to Sabotage
What's new?Bloomberg news today suggested Apple Inc (AAPL US) is considering a range of options from partnering with Hon Hai Precision Industry...
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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...
317 Views