Asia and Global Semiconductor and Tech Research

Andrew Lu

Equity Bottom-Up

Semiconductor Manufacturing International Corp (SMIC) / Equity Bottom-Up

Semiconductor Manufacturing International Corp (SMIC)

<h2>Earlier Rumor is becoming a fact</h2><p>After months of rumors about Dr. Liang, Mong Song might join <a href="https://www.smartkarma.com/entities/14231" target="_blank" data-smartkarma-citation="entities:14231:1">Semiconductor Manufacturing (981 HK)</a> as a CEO, SMIC today announced Dr. Liang (age 65) as Co-CEO for a proposed term of three years with an annual cash compensation of US$200,000 (net of tax) together with Co-CEO Dr. Zhao, HaiJun. Both have been appointed as executive directors of SMIC. Dr. Liang graduated with a doctorate degree in EE at University of California, Berkeley. Dr. Liang held senior director…</p>

Earlier Rumor is becoming a factAfter months of rumors about Dr. Liang, Mong Song might join Semiconductor Manufacturing (981 HK) as a CEO, SMIC today announced Dr. Liang (age 65) as Co-CEO for a proposed term of three years with an annual cash compensation of US$200,000 (net of tax) together with Co-CEO Dr. Zhao, HaiJun. Both have been appointed as executive directors of SMIC. Dr. Liang graduated with a doctorate degree in EE at University of California, Berkeley. Dr. Liang held senior director…

Dr. Liang Joins SMIC After TSMC/Samsung; Rumor as a CEO Is Becoming a Fact

<h2>What's new on the fight between two giants?</h2><p>According to Bloomberg and multiple news sources and confirmed by the company, <a href="https://www.smartkarma.com/entities/969" target="_blank" data-smartkarma-citation="entities:969:1">Qualcomm Inc (QCOM US)</a> files a lawsuit at a Intellectual Property Court in Beijing, China to ban <a href="https://www.smartkarma.com/entities/666" target="_blank" data-smartkarma-citation="entities:666:1">Apple Inc (AAPL US)</a> production and sale of iPhone in China by claiming patent infringement and seeking injunctive relief. </p><h2>What's differences by comparing this one vs. prior ones? </h2><ul><li>
<strong>Non-standard essential patents vs. six patents</strong>: Different from the prior one focusing on six patents…</li></ul>

What's new on the fight between two giants?According to Bloomberg and multiple news sources and confirmed by the company, Qualcomm Inc (QCOM US) files a lawsuit at a Intellectual Property Court in Beijing, China to ban Apple Inc (AAPL US) production and sale of iPhone in China by claiming patent infringement and seeking injunctive relief. What's differences by comparing this one vs. prior ones? 
Non-standard essential patents vs. six patents: Different from the prior one focusing on six patents…

Qualcomm Files a Lawsuit to Ban China IPhones but We Expect Apple Gains/ Qualcomm Loses

Himax Technologies Inc Adr / Equity Bottom-Up

<h2>Visit an Apple Face ID and Android platform 3D sensing component vendor</h2><p>This morning, we have visited a key <a href="https://www.smartkarma.com/entities/666" target="_blank" data-smartkarma-citation="entities:666:1">Apple Inc (AAPL US)</a> Face ID and Android platform 3D sensing component vendor, which provides a wafer level optical component or a turnkey solution for smartphone customer. During the visit, we are confirmed by the company recent production delay of iPhone X and have some interesting findings. We later will show Q&amp;A format and our implications on the "I". To avoid some issues with its supply…</p>

Visit an Apple Face ID and Android platform 3D sensing component vendorThis morning, we have visited a key Apple Inc (AAPL US) Face ID and Android platform 3D sensing component vendor, which provides a wafer level optical component or a turnkey solution for smartphone customer. During the visit, we are confirmed by the company recent production delay of iPhone X and have some interesting findings. We later will show Q&amp;A format and our implications on the "I". To avoid some issues with its supply…

Visit a Face ID and 3D Sensing Component Vendor; Interesting Findings

<h2>What's new?</h2><p>Following South Korean Fair Trade Commission fined US$853mn on <a href="https://www.smartkarma.com/entities/969" target="_blank" data-smartkarma-citation="entities:969:1">Qualcomm Inc (QCOM US)</a> for violating antitrust laws (please see "<a href="https://www.smartkarma.com/insights/kftc-fined-qualcomm-for-violating-antitrust-laws-positive-to-customers-and-competitors" target="_blank" data-smartkarma-citation="insights:7896">KFTC Fined Qualcomm for Violating Antitrust Laws; Positive to Customers and Competitors"</a> dated 28 December 2016) and U.S. Federal Trade Commission (FTC) filed a complaint on 18 Jan 2017 against Qualcomm in the U.S. District Court in the Northern District of California, Taiwan Fair Trade Commission has decided to fine Qualcomm for NT$23.4bn (US$774mn) or EPS…</p>

What's new?Following South Korean Fair Trade Commission fined US$853mn on Qualcomm Inc (QCOM US) for violating antitrust laws (please see "KFTC Fined Qualcomm for Violating Antitrust Laws; Positive to Customers and Competitors" dated 28 December 2016) and U.S. Federal Trade Commission (FTC) filed a complaint on 18 Jan 2017 against Qualcomm in the U.S. District Court in the Northern District of California, Taiwan Fair Trade Commission has decided to fine Qualcomm for NT$23.4bn (US$774mn) or EPS…

Taiwan FTC Fines Qualcomm for US$774mn; Endless Lawsuit

Thematic Investing in Tech and Media, CM Research

Cyrus Mewawalla

Thematic Investing in Tech and Media

Thematic TMT investing

CM Research

CM Research is an independent research house based in London, England. We provide global thematic research in the Technology, Media and Telecoms (TMT) sectors. 

Our focus is on disruptive technologies: how will they unfold; which industries will be impacted; and who will be the ultimate winners and losers. 

Our aim is to help investors predict share prices and corporate executives stay one step ahead of the technology trends that are shaping their industry. 

We research technology investment themes in detail and then feed the results into a scorecard system to quantify the impact of several conflicting themes on individual stocks. 

Recent themes covered include internet TV, the Internet of Things, Big Data, Mobile payments, crowdfunding, artificial intelligence, the cloud, software defined networking and Generation Hashtag.

We cover the top 500 global TMT stocks by market capitalisation and several technology start-ups and pre-IPO companies too. 

In 2015, CM Research analysts outperformed the Bloomberg Benchmark Analyst Index - which measures how good analysts are at predicting stock prices - by 7.1%.

Thematic (Sector/Industry)

<p>This reports looks at the key trends driving stocks in the global semiconductor industry, identifying winners and losers.</p><p>It is extracted from CM Research's "Tech and Media Trends 2018" report, which covers the top 600 TMT stocks globally and all the investment themes driving their earnings. Using our unique "thematic engine", we quantify the impact of these themes on each of our 18 TMT subsectors, of which semiconductors is one.</p>

This reports looks at the key trends driving stocks in the global semiconductor industry, identifying winners and losers.It is extracted from CM Research's "Tech and Media Trends 2018" report, which covers the top 600 TMT stocks globally and all the investment themes driving their earnings. Using our unique "thematic engine", we quantify the impact of these themes on each of our 18 TMT subsectors, of which semiconductors is one.

United States

QUALCOMM, Inc . manufactures digital wireless communications equipment.  The Company licenses its code division multiple access (CDMA) and orthogonal frequency division multiplexing access intellectual property to other companies, and produces CDMA-based integrated circuits; and produces equipment and software used to track workers and assets; and software for wireless content enablement.

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Qualcomm Inc (QCOM US)

Dr. Liang Joins SMIC After TSMC/Samsung; Rumor as a CEO Is Becoming a Fact

Earlier Rumor is becoming a factAfter months of rumors about Dr. Liang, Mong Song might join Semiconductor Manufacturing (981 HK) as a CEO, SMIC...

Andrew Lu

Qualcomm Files a Lawsuit to Ban China IPhones but We Expect Apple Gains/ Qualcomm Loses

What's new on the fight between two giants?According to Bloomberg and multiple news sources and confirmed by the company, Qualcomm Inc (QCOM US)...

Andrew Lu

Visit a Face ID and 3D Sensing Component Vendor; Interesting Findings

Visit an Apple Face ID and Android platform 3D sensing component vendorThis morning, we have visited a key Apple Inc (AAPL US) Face ID and Android...

Andrew Lu

Taiwan FTC Fines Qualcomm for US$774mn; Endless Lawsuit

What's new?Following South Korean Fair Trade Commission fined US$853mn on Qualcomm Inc (QCOM US) for violating antitrust laws (please see "KFTC...

Andrew Lu

Semiconductor Industry Trends

This reports looks at the key trends driving stocks in the global semiconductor industry, identifying winners and losers.It is extracted from CM...

CM Research

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