Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

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Equity Bottom-Up

Taiwan Semiconductor (TSMC) / Equity Bottom-Up

<ul><li class="p1">At the Intel Developer Forum in San Francisco, Intel announced a flurry of news with far-reaching implications across the semiconductor landscape.</li><li class="p1">The most important announcement for Intel, in our view, is that the chip leader will be licensing technology from ARM Holdings to offer foundry customers access to ARM physical intellectual property at the 10-nanometer process node.</li><li class="p1">We note that this will allow Intel to compete with Taiwan Semiconductor Manufacturing and Samsung foundries for the business of the likes of Qualcomm and Apple.</li></ul><p class="p1"><em>Analyst: Abhinav Davuluri</em></p>

At the Intel Developer Forum in San Francisco, Intel announced a flurry of news with far-reaching implications across the semiconductor landscape.The most important announcement for Intel, in our view, is that the chip leader will be licensing technology from ARM Holdings to offer foundry customers access to ARM physical intellectual property at the 10-nanometer process node.We note that this will allow Intel to compete with Taiwan Semiconductor Manufacturing and Samsung foundries for the business of the likes of Qualcomm and Apple.Analyst: Abhinav Davuluri

Intel Announces Foundry Collaboration With ARM at Intel Developer Forum

Asia and Global Semiconductor and Tech Research

Andrew Lu

<h2>What's new?</h2><p>Announced at the Intel Developer Forum yesterday, Intel is licensing ARM's 64bit physical CPU core in order to win more foundry customers on 10nm process and announced that LG will use Intel's foundry business to manufacture 10nm smartphone application processor.</p><h2>Negative news to TSMC?</h2><p>Of course, this news is incremental negative to TSMC especially after 28% ytd performance on share price vs. Taiwan Weighted Index' 13% ytd. Two key incremental negatives are: 1) Intel has not given up…</p>

What's new?Announced at the Intel Developer Forum yesterday, Intel is licensing ARM's 64bit physical CPU core in order to win more foundry customers on 10nm process and announced that LG will use Intel's foundry business to manufacture 10nm smartphone application processor.Negative news to TSMC?Of course, this news is incremental negative to TSMC especially after 28% ytd performance on share price vs. Taiwan Weighted Index' 13% ytd. Two key incremental negatives are: 1) Intel has not given up…

Intel Licenses 64bit ARM to Boost Foundry

Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

Korea / Special Sits, Pairs, Index Rebalancing

Event-Driven

<p>A consortium of Samsung Group’s financial affiliates (led by Samsung SRA Asset Management) has won the bid to acquire Commerzbank Tower in Frankfurt, the tallest building in Germany. The building is priced at around ₩900bil (US$801mil). The consortium involves Samsung Securities (016360), Samsung Life Insurance (032830) and Samsung Fire &amp; Marine Insurance (000810).</p><p><em>* Commerzbank plans to continue to use the building on lease after the sale.  Samsung plans that Samsung’s three financial affiliates</em>…</p>

A consortium of Samsung Group’s financial affiliates (led by Samsung SRA Asset Management) has won the bid to acquire Commerzbank Tower in Frankfurt, the tallest building in Germany. The building is priced at around ₩900bil (US$801mil). The consortium involves Samsung Securities (016360), Samsung Life Insurance (032830) and Samsung Fire &amp; Marine Insurance (000810).* Commerzbank plans to continue to use the building on lease after the sale.  Samsung plans that Samsung’s three financial affiliates…

Creation of Samsung's Intermediate Financial Holding Co May Be Already in Progress

<p>Korea's OLED stocks continue to hit record highs ahead of the expected iPhone shift to AMOLED next year; along with stories of Chinese handset maker, Oppo, suffering from shortages for its new OLED handset. There is doubt that Samsung Electronics is the top manufacturer of OLED, and within Samsung's OLED supply chain, Advanced Process Systems (054620) and Dong A Eltek (088130) are two companies benefiting from the growing use of OLED displays. But the problem is these two companies and other…</p>

Korea's OLED stocks continue to hit record highs ahead of the expected iPhone shift to AMOLED next year; along with stories of Chinese handset maker, Oppo, suffering from shortages for its new OLED handset. There is doubt that Samsung Electronics is the top manufacturer of OLED, and within Samsung's OLED supply chain, Advanced Process Systems (054620) and Dong A Eltek (088130) are two companies benefiting from the growing use of OLED displays. But the problem is these two companies and other…

Korea's OLED Rally: Stocks to Buy at This Time

<p>The Financial Supervisory Service and creditor banks assessed the credit risks of 602 Korean companies, each having a loan of at least KRW50bil, and selected 32 of them as restructuring targets of this year. 13 out of the 32 received a C grade for corporate workout while the rest received D for court receivership. All of the companies who received either C or D should immediately apply for corporate workout or court receivership. 17 out of the 32 are shipbuilders, builders, shipping companies…</p>

The Financial Supervisory Service and creditor banks assessed the credit risks of 602 Korean companies, each having a loan of at least KRW50bil, and selected 32 of them as restructuring targets of this year. 13 out of the 32 received a C grade for corporate workout while the rest received D for court receivership. All of the companies who received either C or D should immediately apply for corporate workout or court receivership. 17 out of the 32 are shipbuilders, builders, shipping companies…

Possible Correlation Between FSS' Credit Risk Assessment & Samsung's Magneti Marelli Deal

South Korea

Samsung Electronics Co., Ltd. manufactures a wide range of consumer and industrial electronic equipment and products such as semiconductors, personal computers, peripherals, monitors, televisions, and home appliances including air conditioners and microwave ovens. The Company also produces Internet access network systems and telecommunications equipment including mobile phones.

Samsung Electronics Pref Shares (005935 KS)

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Samsung Electronics Pref Shares (005935 KS)

Intel Announces Foundry Collaboration With ARM at Intel Developer Forum

At the Intel Developer Forum in San Francisco, Intel announced a flurry of news with far-reaching implications across the semiconductor...

Morningstar, Inc.

Intel Licenses 64bit ARM to Boost Foundry

What's new?Announced at the Intel Developer Forum yesterday, Intel is licensing ARM's 64bit physical CPU core in order to win more foundry...

Andrew Lu

Creation of Samsung's Intermediate Financial Holding Co May Be Already in Progress

A consortium of Samsung Group’s financial affiliates (led by Samsung SRA Asset Management) has won the bid to acquire Commerzbank Tower in...

Sanghyun Park

Korea's OLED Rally: Stocks to Buy at This Time

Korea's OLED stocks continue to hit record highs ahead of the expected iPhone shift to AMOLED next year; along with stories of Chinese handset...

Sanghyun Park

Possible Correlation Between FSS' Credit Risk Assessment & Samsung's Magneti Marelli Deal

The Financial Supervisory Service and creditor banks assessed the credit risks of 602 Korean companies, each having a loan of at least KRW50bil,...

Sanghyun Park

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