Dr. Liang Joins SMIC After TSMC/Samsung; Rumor as a CEO Is Becoming a Fact
Earlier Rumor is becoming a factAfter months of rumors about Dr. Liang, Mong Song might join Semiconductor Manufacturing (981 HK) as a CEO, SMIC...
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Visit a Face ID and 3D Sensing Component Vendor; Interesting Findings
Visit an Apple Face ID and Android platform 3D sensing component vendorThis morning, we have visited a key Apple Inc (AAPL US) Face ID and Android...
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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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