TSMC - Seasonal Sales Cut Coming; News Said 30% A11 Cut
What's new?After Morgan Stanley (MS US) analyst downgraded Taiwan Semiconductor Mfg. Co. Ltd. (2330 TT) for a seasonal slow reason together with a...
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Qualcomm: Pinned into an Uncomfortably Tight Corner, Elliott Values NXP at $135 Per Share
On Monday, Elliott Management, which owns 6% of NXP Semiconductors NV (NXPI US), released a letter saying Qualcomm’s existing $110 per share offer...
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Adding TDK to Our Best Ideas List; Growth of Electronic Components Per Auto Is Underestimated
We are adding TDK Corp (6762 JP) to our Best Ideas list, and removing Nidec Corp (6594 JP) following its recent outperformance. As the top...
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Mofcom Retaliation for CFIUS Resistance Not Expected
A Beijing-based competition lawyer told CTFN that it is not in Mofcom’s best interest to consider retaliation against the increased US scrutiny of...
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Last Week in Event SPACE – Toshiba, AWE, Sharp, Nisshinbo, Toray
Last week, the mechanics of index inclusions on Toshiba Corp (6502 JP)’s ¥600bn placement and short-swing profit disgorgement liability; AWE Ltd...
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