Hon Hai: 1Q20 Beats Consensus Despite Pandemic Impact; LT Prospects Remain Positive
Hon Hai Precision Industry reported its 1Q2020 financial results on 15th May 2020. During 1Q2020, the company’s revenue and operating profit...
222 Views
Luxshare’s Risky Chance to Be Apple’s Second Foxconn
The Nikkei reported last week that Apple Inc (AAPL US) wants its Airpod assembler Luxshare Precision Industry (002475 CH) to invest a huge amount...
202 Views
TSMC Stops Taking New Orders from Huawei to Comply with US Export Control Laws
The Nikkei Asian Review reported on Monday (18th May 2020) that the world’s biggest contract chip maker TSMC has halted accepting new orders from...
111 Views
China Internet Weekly (18May2020): In April, Packages Up 32% YoY and Cellphone Shipment Up 14% YoY
In April, home delivery packages increased by 32% YoY (Exhibit 1) and home delivery revenues increased 22% YoY. SF Express (002352 CN), a...
168 Views
How Economics Will Undermine Intel's Processor Dominance
Intel's dominance of the processor business is threatened, not because of any technological issues, but because market economics are moving in a...
111 Views