Toshiba Might Not Sell the Memory Business to Its Competitors
Summary Revising our earlier view: We earlier believed Toshiba's new memory company would be a perfect opportunity for China to invest as China is...
231 Views
Taiwan Semi/Tech 3Q Sales Takeaway as an Early Indicator for Global Tech Earnings
Summary Starting October 13, 2016, TSMC will be the first company to report 3Q16 results and provide 4Q16 guidance to kick off semi/tech earnings...
4.8k Views
What Drives Memory Contract Hike of over 20% in 2H16?
What's new? Economic Daily News (EDN) reports DRAM contract price hike of 15% q/q in 3Q16 and likely another 10% q/q in 4Q16 and NAND contract...
306 Views
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...
246 Views
Points from Taiwan Semi/Tech 2Q Sales
Starting July 14, 2016, TSMC will first report 2Q16 results and provide 3Q16 guidance to kick off semi/tech earnings season. Our report takeaways...
370 Views