Asia and Global Semiconductor and Tech Research

Andrew Lu

Former Head of Asia ex-Japan Semiconductor and TFT-LCD/Touch Research at Barclays and Citi Bank, Former Head of Technology at 國金證券

NAND Memory Oversupply Concern: Implication of Tsinghua-XMC Merger on Samsung

Event-Driven

<h2>What's new?</h2><p>According to National Business Daily, Economic Daily, and Commercial Times, Tsinghua Unigroup (China) suggested earlier stock purchase agreement to acquire 25% of <a href="https://www.smartkarma.com/entities/14964" target="_blank" data-smartkarma-citation="entities:14964:1">Powertech Technology Inc (6239 TT)</a> at NT$75 per share (NT$85.4 as the latest closing price) and 25% of <a href="https://www.smartkarma.com/entities/1864" target="_blank" data-smartkarma-citation="entities:1864:1">Chipmos Technologies Inc (8150 TT)</a> at NT$40 per share (NT$25.9 as the closing) will be expired by January and February 2017, respectively. Tsinghua submitted required information for three times to Taiwan Investment…</p>

What's new?According to National Business Daily, Economic Daily, and Commercial Times, Tsinghua Unigroup (China) suggested earlier stock purchase agreement to acquire 25% of Powertech Technology Inc (6239 TT) at NT$75 per share (NT$85.4 as the latest closing price) and 25% of Chipmos Technologies Inc (8150 TT) at NT$40 per share (NT$25.9 as the closing) will be expired by January and February 2017, respectively. Tsinghua submitted required information for three times to Taiwan Investment…

MOEA Is Delaying Powertech and ChipMOS Investments by Tsinghua Unigroup; Negative Implications