Insights from Taiwan Semi/Tech July Sales
Despite recent strong performance (17% ytd) across US and Taiwan semiconductor index, we are turning a bit cautious here because Taiwan Semi/Tech...
246 Views
Implications to Supply Chain from Qualcomm Results
After MediaTek reported 25% q/q sales growth in 2Q16 and commented stronger demand from China smartphone vendors, we see no surprise that Qualcomm...
343 Views
Looking Long or Short Term on TSMC?
Taiwan Semiconductor Mfg. Co. Ltd. reports a better 2Q16 and guides a stronger 3Q16 but hints 4Q16 inventory and demand adjustment. We believe most...
262 Views
Points from Taiwan Semi/Tech 2Q Sales
Starting July 14, 2016, TSMC will first report 2Q16 results and provide 3Q16 guidance to kick off semi/tech earnings season. Our report takeaways...
372 Views
Ase / Spil - Execution of Share Exchange Agreement
Latest Event30 June 2016 - SPIL and ASE respective board of directors has adopted resolution to approve the entering into and execution of a joint...
455 Views