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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Investment Opportunity from Samsung's 3D NAND Supply Chain: Wonik IPS & TES
I'd like to recommend investors to closely watch Samsung's 3D NAND supply chain. Why? It is mainly because Samsung is the only one that is...
449 Views
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...
229 Views
Commissioning a Digital and Cloud Strategy? Best to Consult With Moaty IT Services Leaders
Within the Technology sector, investors often unfairly gloss over the large, fragmented world of IT services, focusing instead on product...
172 Views
Analysts Query Scope in KLA-Tencor/Lam Research Antitrust Review
Last month’s second request from the Department of Justice in the KLA-Tencor/Lam Research deal could mean a prolonged regulatory review ahead for...
393 Views