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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Andrew on Tech: Automotive Semis the Next Wave
Post Bayerische Motoren Werke AG (BMW GR), Intel Corp (INTC US) , and Mobileye announced new self-driving car to launch by 2021 together with...
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CJ Group & Hon Hai Are Bidding for Tongyang Magic - KRW500bil M&A Deal
CJ Group officially said that it has a serious interest in buying Tongyang Magic. CJ Corp. (001040) (KRW194,500 3,500 [-1.77%]) said that it is...
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FIT Hon Teng IPO Early Thought: Parent Hon Hai Has a Different Focus
FIT Hon Teng, a subsidiary of Taiwan listed Hon Hai Precision Industry (2317 TT), is planning to raise US$1-1.5bn to expand its business. In this...
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Augmented Reality as New Driver for Semis?
We see VR (Virtual Reality) might be only a niche application to drive semiconductor demand but believe spectacles type Magic Leap’s Photonic...
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