Taiwan Semis - Cash Out in China in Exchange for More Orders and Upgrades
Taiwan semis are cashing out in China: Chipbond announced to sell 53.69% of Chipmore shares to BOE and China government-backed funds for US$166mn....
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Himax - What if 50% of Android Smartphones Need Face ID by 2021?
What triggers our idea?Among all of the new features we have highlighted in Apple Inc (AAPL US) new iPhone X (please see "Apple New IPhones and...
483 Views
MOEA Is Delaying Powertech and ChipMOS Investments by Tsinghua Unigroup; Negative Implications
What's new?According to National Business Daily, Economic Daily, and Commercial Times, Tsinghua Unigroup (China) suggested earlier stock purchase...
494 Views
Taiwan Semi/Tech 3Q Sales Takeaway as an Early Indicator for Global Tech Earnings
Summary Starting October 13, 2016, TSMC will be the first company to report 3Q16 results and provide 4Q16 guidance to kick off semi/tech earnings...
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Insights from Taiwan Semi/Tech July Sales
Despite recent strong performance (17% ytd) across US and Taiwan semiconductor index, we are turning a bit cautious here because Taiwan Semi/Tech...
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