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
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
Sony (6758) - PS Vue Subscriptions 450,000 as of April - Report
Sling TV, which went live with the first service in January 2015, has emerged as the leader with 1.7 million users, two people with knowledge of...
156 Views
SoftBank (9984) - Is It Interested in Uber As Well As Grab, Lyft, Didi...?
Much as Softbank (9984 JP) keeps trying to deny it, the stories (first in the New York Post, now in the Wall St Journal) keep reappearing that the...
153 Views
Samsung Foundry Is Aiming 25% of Shares in Five Years; We See 17% Gain Too Aggressive
Summary 8% to 25% shares in five years? Samsung plans to triple its foundry shares to 25% from an estimated 8% in 2016 within the next five years...
249 Views