Hana Materials IPO Summary - Strong Captive Market (Tokyo Electron) & Promising New Market (Samsung)
Hana Materials is a silicon manufacturing company. The company’s silicon products are mainly used in semiconductor production equipment. In fact,...
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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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Toshiba - What Really Is the Reason for WDC Threatening a Veto?
As Andrew Lu points out in his pieceToshiba NAND Unit Sales...", Western Digital's (WDC) veto threat looks to be a spoiling exercise. There are...
203 Views
TSMC - Market Might Wait for a Consensus Expectation Reset Before Turning Positive on Strong 3Q
Executive summary Strong 2H17 intact: Despite weaker 1H17, TSMC reiterates 2H17 sales over 2H16 by 5% in US$ term, implying 3Q17 sales growth of...
318 Views
Ricoh Exits Cameras…Bigger Problems to Consider
Might we be saying goodbye to the Pentax camera? While the brand is set to live on in the medical equipment arena under the ownership of Hoya (7741...
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