Will TSMC Win 7/10nm Again Against Samsung and Intel
After market confirmed TSMC is getting almost 100% of Apple iPhone 7 A10 application processor (AP) order based on its 16nm FinFET process in 2H16E...
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Start of One-Shot Act - The Good, Bad, and the Ugly
The "One-Shot Act" (also called The Special Act on the Corporate Revitalization) effectively started in Korea on 16 August when Hanwha Chemical...
1.1k Views
Another Look at China NAND Expansion
We believe set up of YRST is to combine all funding resources up to US$24bn from National Integrated Circuit Industry Investment Fund, Tsinghua...
490 Views
NAND Memory Oversupply Concern: Implication of Tsinghua-XMC Merger on Samsung
A very interesting news came out of China’s memory chip industry. Tsinghua Unigroup merged its memory chip operations with that of Chinese...
216 Views
Alpha Generation & Share Buybacks in Korea
Korean companies are showing increasing willingness to buyback shares. Korea Stock Exchange announced that from beginning of this year to as of 27...
516 Views