ENTITY
Taiwan Semiconductor (TSMC)

Taiwan Semiconductor (TSMC) (2330 TT)

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Analysis
Information TechnologyTaiwan
Taiwan Semiconductor Manufacturing Company, Ltd. manufactures and markets integrated circuits. The Company provides the following services: wafer manufacturing, wafer probing, assembly and testing, mask production, and design services. TSMC's ICs are used in computer, communication, consumer electronics, automotive, and industrial equipment industries.
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18 Jan 2018 18:01

TSMC Expects Stronger Sales but Lower Capex Density, Implying Room to Raise Cash Dividends

SummaryDespite much in line 1Q18 guidance (8-10% q/q sales decline, 49.5-51.5% gross margin, 38-40% operating margin), most of the incremental new...

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Andrew Lu
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bearishMediatek Inc
17 Jan 2018 10:14

MediaTek's Key Customer - Gionee Chairman's Assets Were Frozen by the Court?

What's new?According to Economic Daily and Commercial Times today, a court in Dongguan, Guangdong province, froze Gionee chairman's Liu Lirong's...

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Andrew Lu
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12 Jan 2018 09:51

BBSP Equity Asia Weekly Research 10th January 2018

Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAP• HSCEI/MXAP ratio is moving in a range pattern. Therefore downgrade...

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BBSP Asia
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08 Jan 2018 15:16

A Brief Analysis Of The Latest Emerging & Speciality Memory Technologies

While DRAM and NAND Flash, and to a lesser extent NOR Flash, rightly garner the lion’s share of media and investor attention, multiple competing...

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06 Jan 2018 17:16

Can Anyone Benefit from Intel CPU Design Flaws?

What's new?According to Google Security Blog, Google's Project Zero team last year discovered serious security flaws caused by "speculative...

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Andrew Lu
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