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...
294 Views
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....
358 Views
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...
235 Views
More Taiwan Semi Veteran to Join China Semis; Structurally Harmful to Other Supply Chain Vendors
What's new?Economic Daily and Commercial Times news today both confirmed Dr. Shih-wei Sun would join the Tsinghua Unigroup as an executive vice...
536 Views
Mobile Data to Address Asia Pacific's Digital Divide
Asia Pacific is at a crucial juncture in its digital development. The vast diverse region has always been technologically segregated and will...
550 Views