Samsung Foundry Is Aiming 25% of Shares in Five Years; We See 17% Gain Too Aggressive
Summary 8% to 25% shares in five years? Samsung plans to triple its foundry shares to 25% from an estimated 8% in 2016 within the next five years...
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SK Hynix Says It Will Not Give up Toshiba Voting Stakes - Why Hynix So Obsessed with Toshiba?
Would SK Hynix Inc (000660 KS) give up voting stakes? According to the most recent article from Korea, SK Hynix is reaffirming that it will not...
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The Week that Was in Greater China @Smartkarma: TSMC Wins, Chinese Housing, More on May Auto Sales
This is the 5th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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Challenges and Risks Ahead for Intel Part 3; New Addressable Market for Samsung and TSMC
Summary Intel not happy with Microsoft: Intel implied Microsoft and Qualcomm are unlawful to infringe its instruction set architecture patents. At...
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Incremental New at Apple WWDC 2017?
SummaryIn summary, we found no major surprise from Apple Inc (AAPL US) WWDC 2017 except some incremental improvements on Watch OS and iOS operating...
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