MediaTek Is Betting on 2H17 Margin Recovery on Lower Cost Solution Ramp
Key takeaways from MediaTek quarterly earnings conference 1Q beat on disposal gain but 2Q miss on all: Mediatek Inc (2454 TT) reports a better than...
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Intel Needs Better Drivers to Defend Its Margin
Summary Intel needs better drivers to defend its margin: We attribute the op margin miss to a below corp. avg sales growth from client computing...
219 Views
Japanese Semiconductor-Related Stocks - Leaders & Laggards as We Go Deep Into the IC Cycle
If you go from the peak of the 1980~82 semiconductor cycle (ie the one that gave us the Commodore 64, the IBM PC [and technically the Apple III])...
569 Views
ASMPT Placement: Parentco Selling After Four Years, Optimism Priced-In?
ASM International NV (ASM NA) is selling US$270m of Asm Pacific Technology (522 HK) shares after market close today. This represents 5% of ASMPT's...
361 Views
MediaTek - New Ex-TSMC CEO on Board to Cut TSMC 28nm Orders
What's new?Economic Daily News today reports Mediatek Inc (2454 TT) is cutting Taiwan Semiconductor Mfg. Co. Ltd. (2330 TT) 28nm demand for June,...
438 Views