TSMC Misses 1Q Sales Guidance and Will Likely Miss Margin Guidance and 2Q Consensus as Well
Summary TSMC misses 1Q17 sales guidance: Due to a stronger than expected NT$ appreciation to US$1 vs. NT$31.16, TSMC reports 1Q17 sales of...
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JSR & Shin-Etsu Chemical – Implications from TSMC Ramping Up A11 Output
Chinese-language publications recently reported that TSMC (2330 TT) should begin volume production of the A11 this month. The launch of a new...
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Andrew on Tech: Rechargeable Battery - The Next US$100bn Industry /Part 1
Over US$100bn industry by 2026E: By assuming BEVs to have 13% of global automotive industry shares at battery cell cost of US$80/KWh and 95KWh...
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Future of Logistics: Electronics Production Transition to SEA Changes Global Logistics Directions
For a decade, the global logistics industry for electronics was driven by strengthening ties between China and other regions, which mostly included...
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Galaxy S8 Camera Module Supply Battle - Partron Vs. Power Logics
Many of us have already had high expectations on Samsung's newest premium smartphone GS8 long before the release. As a result, many of the...
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