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...
1.4k Views
TSMC's 30th Anniversary Celebration - Takeaways from Panel Discussion on Semis: The Next 10 Years
TSMC's 30th Anniversary Celebration ForumTaiwan Semiconductor Mfg. Co. Ltd. (2330 TT) is holding its 30th Anniversary Celebration Forum on October...
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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...
343 Views
KKR TOB for Hitachi Kokusai at ¥2900 - Again a Matter of Take It Or Leave It
One year, one week, and one day after the Nikkei reported Hitachi was looking to sell Hitachi Kokusai, we have a Tender Offer on the table. The...
408 Views
Ferrotec (6890 JP) - Exciting Late Cycle AMAT Supplier
One of the punchier forecasts to have appeared in the last Japanese earnings season were those for Applied Materials Inc (AMAT US) supply chain...
232 Views