MediaTek's Gross Margin Increase Drives 3Q Profits, But Shares Remain Overvalued to New TWD 283 FVE
No-moat MediaTek’s third-quarter results exceeded our expectations, with operating profit up 110% and net profit up 116% from the second quarter...
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Qualcomm Misses Due to the Taiwan FTC Fine; Both Qualcomm and MediaTek Are Losing Shares
SummaryAfter the fine imposed by Korea and Taiwan Fair Trade Commission (KFTC and TFTC) together with losing BlackBerry Ltd (BB CN) arbitration...
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21 Things Worth Knowing (#5)
1. Is Bitcoin a store of value for those with weak currencies? Despite its volatility Bitcoin is making huge inroads in Emerging Markets. ...
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MediaTek's New Guidance Not Strong Enough to Justify the Recent Rally
SummaryAfter over 50% appreciation in share price since Mediatek Inc (2454 TT) announced Dr. Rick Tsai as Co-CEO on 22 March 2017 (please see our...
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What Samsung Says About Demand; Implications to Memory, Display, and Smartphone Competitors?
The outlook for memory and foundrySamsung Electronics Co Ltd (005930 KS) expects tight memory supply/demand conditions to continue in 4Q17 due to...
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