All Three Smartphone IC Vendors Miss 1Q18 Expectation; Suggesting to Avoid
All three miss 1Q18As our earlier report " MediaTek - Headwinds Ahead to Drive the Likely Consensus Cut for 2018 " dated 21 Jan 2018 highlighted...
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Broadcom Is Buying Qualcomm; Two Major Challenges Ahead to Close the Deal
SummaryWe believe the merger news is somehow reliable as Broadcom CEO Hock Tan said at TSMC's 30th Anniversary Celebration Forum on October 23 that...
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Semiconductor - Couple of Early Signs Confirm a Seasonal Correction to Kick In
Couple of Early Signs Confirm a Seasonal Correction to Kick InAfter 37% ytd performance on Phila semiconductor index (SOX) at 23x P/E and 34% ytd...
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ASMPT Placement: Parentco Selling After Four Years, Optimism Priced-In?
ASM International NV (ASM NA) is selling US$270m of Asm Pacific Technology (522 HK) shares after market close today. This represents 5% of ASMPT's...
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Discover Singapore: Micro Mechanics (MMH SP)
Singapore is home to many wonderful small- and medium size companies. Discover Singapore series will highlight some of these Micro Mechanics...
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