SMIC Guides Another Miss- Heavy Capex Seems Not Turning into Sales and Profits
Another major miss in 3Q17After a small miss in 2Q17 numbers (please see our earlier report "Terrible Miss in 2Q17 to Drive More Downgrades; The...
267 Views
NXP/Qualcomm Facing Delay in Europe and Complaints in China
The NXP Semiconductors/Qualcomm deal is experiencing difficulties with providing necessary paperwork in Europe at the same time the Mofcom review...
208 Views
MediaTek Refocuses on Margin, Defocuses on the High-End Smartphone After the Management Changed
MediaTek is changing its focuses after the new Co-CEO Rick Tsai on board Refocuses on margin: Apart from the gross margin improvement in 3Q17 to...
375 Views
The Week that Was in Greater China @Smartkarma: JD.com Doubts, One Belt One Road, Fishy Wanda
This is the 11th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
194 Views
Intel Sees Solid 2H17; Implications to Cloud/ Memory Demand and Competitions
Summary Solid 2H17: We expect 2Q beat and good 2H17 guidance to drive analysts to revise up their numbers on Intel. However, we remain our...
221 Views