Sharp Announces JPY100bn OLED Investment. Return to TSE1 in Sight
Sharp Corp (6753 JP) appears to be accelerating its bid to supply OLED panels to Apple Inc (AAPL US) , increasing its spending plans from JPY57.4bn...
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Samsung's Dominance in Apple's OLED Supply Chain May Last Longer - Who Deserves Our Attention?
We all know one of the hottest things in the global tech market is small-sized OLED panels (or we can refer to as mobile OLED panels). Yes, Apple...
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Memory Spot Unlikely Goes up Further; Focusing on Contract Price Stability After Micron's Raise
Summary Micron raised already strong guidance: Post our raise on 1Q17 DRAM spot/contract price by 27%/11% and NAND flash spot/contract price by...
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Structural and Cyclical Drivers Underpin Semiconductor Outperformance
The secular overweight since 2012 to semiconductor growth themes including sensor, parallel processing and communication chip stocks has...
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Toshiba Chip Business Valuation Target Gravitating Back Below JPY1.5 Trillion
After some pretty strong previous statements from company officials demanding bids valuing the chip business at JPY2 trillion or more, Bloomberg...
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