Murata (6981) - MLCC Growth Accelerating
Quarterly data from the six largest MLCC makers shows that the move to LTE-Advanced handsets did indeed drive up sales of MLCCs in the 2H 2017...
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Might Taiyo Yuden Outperform Murata?
Reports out of Taiwan that Yageo (2327 TT) will raise prices of some multi-layer ceramic capacitors by 15~30% have to be viewed as positive...
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Taiwan Semi/Tech 3Q Sales Takeaway as an Early Indicator for Global Tech Earnings
Summary Starting October 13, 2016, TSMC will be the first company to report 3Q16 results and provide 4Q16 guidance to kick off semi/tech earnings...
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Insights from Taiwan Semi/Tech July Sales
Despite recent strong performance (17% ytd) across US and Taiwan semiconductor index, we are turning a bit cautious here because Taiwan Semi/Tech...
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Points from Taiwan Semi/Tech 2Q Sales
Starting July 14, 2016, TSMC will first report 2Q16 results and provide 3Q16 guidance to kick off semi/tech earnings season. Our report takeaways...
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