More Delays for OLED IPhone 8
Apple’s OLED model iPhone 8 volume shipments are likely to be delayed longer than we had previously expected. This week, we confirmed with our...
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EM Tech: Fund Allocations Hit All-Time High
In this report we highlight the rise of technology allocations in global EM funds, with average holdings in tech companies surpassing those in...
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What's New About IPhone 8? OLED I8 Shortage but Slower Demand on LCD I8 Likely
SummaryOver the past few months, we have heard lots news on various new features on iPhone 8, but we believe some are likely, but many of these are...
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How Bad for TSMC After Samsung Spins off "Samsung Foundry"?
What's new?According to The Korea Economic Daily, Samsung Electronics Co Ltd (005930 KS) has decided to spin off its foundry operation from the...
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Terrible Miss in 2Q17 to Drive More Downgrades; The Change of CEO Means a Change of Strategy?
Summary Terrible miss in 2Q17: SMIC guided 2Q17 sales of 6-3% q/q decline (vs. Bloomberg consensus' 5% q/q growth) with a 2ppts miss on a gross and...
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