Semiconductor - Couple of Early Signs Confirm a Seasonal Correction to Kick In
Couple of Early Signs Confirm a Seasonal Correction to Kick InAfter 37% ytd performance on Phila semiconductor index (SOX) at 23x P/E and 34% ytd...
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TSMC's 30th Anniversary Celebration - Takeaways from Panel Discussion on Semis: The Next 10 Years
TSMC's 30th Anniversary Celebration ForumTaiwan Semiconductor Mfg. Co. Ltd. (2330 TT) is holding its 30th Anniversary Celebration Forum on October...
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Korean Stock Market Trade Pattern Analysis for Oct 16-20
We have a very interesting trade pattern last week. Local institutions continued to have their selling mood as they have net sold ₩783.7bil worth...
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TSMC: Strong 2H but Most in Line; Hiking Capex and Pulling in 7nm for Qualcomm?
SummaryDespite much in line 2H17 comparing to consensus estimates, we believe analysts are looking TSMC beyond 2H17 for Qualcomm's 7nm orders back...
335 Views
Samsung C&T-Cheil Merger Trial Outcomes - Ramifications
We now have the outcome of the first trial on the Samsung C&T-Cheil merger, which began early last year. The Korean court said that the merger...
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