TSMC: Strong 2H but Most in Line; Hiking Capex and Pulling in 7nm for Qualcomm?
SummaryDespite much in line 2H17 comparing to consensus estimates, we believe analysts are looking TSMC beyond 2H17 for Qualcomm's 7nm orders back...
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Sharp (6753)--Potential Short Squeeze Ahead
Sharp's Q2 results on October 27th could coincide with an announcement that Sharp's stock will be elevated from the TSE-2 (Tokyo Stock Exchange...
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Dr. Liang Joins SMIC After TSMC/Samsung; Rumor as a CEO Is Becoming a Fact
Earlier Rumor is becoming a factAfter months of rumors about Dr. Liang, Mong Song might join Semiconductor Manufacturing (981 HK) as a CEO, SMIC...
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Qualcomm Files a Lawsuit to Ban China IPhones but We Expect Apple Gains/ Qualcomm Loses
What's new on the fight between two giants?According to Bloomberg and multiple news sources and confirmed by the company, Qualcomm Inc (QCOM US)...
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Sector Capsule: Wearable Electronics in Malaysia
In 2017 retail volume sales of smart wearables grow by 16% to reach 14,000 units, with the category benefiting from the entry of new players and a...
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