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,...
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Quick Analysis of US$ Depreciation Impacts to Top 20 Market Cap Taiwan Tech Vendors
Why does foreign exchange matter?After Phison Electronics Corp (8299 TT) chairman/CEO said NT$ appreciation to have a negative earnings impacts to...
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TSMC Misses 1Q Sales Guidance and Will Likely Miss Margin Guidance and 2Q Consensus as Well
Summary TSMC misses 1Q17 sales guidance: Due to a stronger than expected NT$ appreciation to US$1 vs. NT$31.16, TSMC reports 1Q17 sales of...
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MediaTek Goes for TSMC Ex-CEO Dr. Rick Tsai as Co-CEO and Raises 1Q17 Earnings Forecast
TSMC ex-CEO will join MediaTek as Co-CEOMediatek Inc (2454 TT) today announced that its Board of Directors has unanimously approved to appoint Dr....
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A Tough Year for SMIC to Grow in EPS; Buy the Growth Story or Sell on Earnings?
Summary Unexciting guidance for 1Q17 and 2017: Post our analysis, we estimate consensus to cut 2017 EPS growth for SMIC to 10% y/y or less. SMIC...
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