China Foundry Market Might Be Dominated by TSMC; Our Analysis After IC Insights Report
SummaryWhat did IC Insights say about China foundry market? Pure-play foundry sales in China are expected to jump by 16% y/y this year to about...
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TSMC - Chairman Morris Chang Will Retire in June 2018; Implications for All Prospects
Morris' retirementAfter 30 years devotion to Taiwan Semiconductor Mfg. Co. Ltd. (2330 TT), Chairman Morris Chang today announces to retire from the...
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Asia Pacific X Japan Portfolio Builder #5 - Taiwan AA - Avoid the ETF. Underweight
We would only allocate directly to the Taiwan ETF if three conditions are met - we believe that two of those three conditions are 'late-cycle' and...
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A Brief Analysis of Semiconductor Wafer Fab Equipment's Current Growth Cycle
The latest Wafer Fab Equipment (WFE) from SEMI, details here, reported that worldwide sales of new semiconductor manufacturing equipment are...
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Waymo and Intel Collaborate on the Autonomous Car; Turning Intel the Only Semi Competitor to Nvidia
What's new?After Fiat Chrysler Automobiles Nv (FCAU US) left Waymo to join BMW-Intel autonomous car platform in August 2017 (" Fiat Chrysler Is...
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