MediaTek - New Ex-TSMC CEO on Board to Cut TSMC 28nm Orders
What's new?Economic Daily News today reports Mediatek Inc (2454 TT) is cutting Taiwan Semiconductor Mfg. Co. Ltd. (2330 TT) 28nm demand for June,...
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NXP/Qualcomm Antitrust Delays Related to History of Complaints
Qualcomm’s history of antitrust complaints in multiple jurisdictions is thought to be a factor in the length of time regulatory filings for its...
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Samsung Leads TSMC 10nm Ramp by 3 Months and Cuts TSMC's Mid-Node Advantages on 8/6nm Introductions
What's new?Last week, Samsung Electronics Co Ltd (005930 KS) announced to have shipped more than 70,000 wafers of its first-generation 10nm LPE...
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As China Digs for Growth, Can Korea Break Chaebol Dominance?
Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...
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Sino-ASEAN Strategy: What Does a Breakfast With Bernanke Reveal?
We had a breakfast meeting with Ben Bernanke, a man who needs no introduction. Bernanke is optimistic given a confluence of positive factors...
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