Qualcomm Is Regaining Its Momentum on MSM Chipset Sales Despite Licensee Disputes
Summary The pending legal issues remain to be an overhang for Qualcomm. However, the rate cut on royalty is well expected by analysts and...
224 Views
Currency Headwinds Continue to Impair Taiwan Semiconductor's Results; Shares Remain Overvalued
Taiwan Semiconductor Manufacturing reported in line results during its seasonally weaker second quarter. In addition to tighter smartphone...
121 Views
TSMC: I Could Not Find Any Near-Term Catalyst to Drive 1H like Outperformance
Summary Miss again: Despite TSMC starts 10nm ramp up for Apple A11, TSMC guides 6% weaker sales of NT$246-249bn (up 15.0-16.5% q/q) than...
188 Views
Rising Moral Hazard and Governance Issues Around Tech Threaten EM Bull Case
The steady rise in most global equity markets over the first half of this year has been mainly driven by the weakness of the USD (USD CURNCY),...
166 Views
Andrew on Tech: Embracing New Life and Opportunities with AI And Machine Deep Learning
Introduction: To develop a new AI deep learning application, a vendor needs to build or to use Amazon Web Service, Microsoft Azure, Google Cloud...
349 Views