Sharp - Growing OLED Issues - Has Japan Display Become the Call Option Play?
Following comments to the media, the new president of struggling Japanese electronics maker Sharp, Tai Jeng-wu, has written to the Tokyo government...
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Taiwan OSAT Vendors Dominated >80% of Profits but We See No Winner
SummaryAfter Jiangsu Changjiang Electronics Tech Co (600584 CH, JCET) in China consolidated with Singapore STATS ChipPAC starting 3Q15, we have...
270 Views
Will TSMC Win 7/10nm Again Against Samsung and Intel
After market confirmed TSMC is getting almost 100% of Apple iPhone 7 A10 application processor (AP) order based on its 16nm FinFET process in 2H16E...
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Sharp Gets MOFCOM Approval and Cash - Bullish Speculation Can Start
Two weeks ago, just before Sharp Corp (6753 JP) got deleted from TOPIX, I suggested the stock was a buy on the TOPIX exclusion the next day...
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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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