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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The Week That Was in NorthAsia@Smartkarma
This is the third report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Mio Kato, CFA, Sanghyun Park,...
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Semi-Equipment Top Pick: Long Term Secular Winner
In sweet spot of semiconductor equipment spending. More than 50% of wafer fabrication equipment ('WFE') spending is in deposition and etch, which...
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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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SEC Stake Swap Scenario After SEC Split-Up
In this follow-up to the insight Samsung Top Executive’s Surprising Remark on Restructuring - Implications, I will examine another key issue. What...
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