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
Discover Singapore: Frencken, Still at Discount to Peers After YTD Performance, 65% Upside to Be Had
Frencken Group Ltd (FRKN SP) is a global precision engineering company Key divisions are Mechatronics and IMS which sell products into automotive...
374 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
A Brief Analysis of Semiconductor Wafer Fab Equipment's Current Growth Cycle
The latest Wafer Fab Equipment (WFE) from SEMI, details here, reported that worldwide sales of new semiconductor manufacturing equipment are...
363 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