bearish
TSMC: I Could Not Find Any Near-Term Catalyst to Drive 1H like Outperformance
203 Views13 Jul 2017 17:56
Summary
Miss again: Despite TSMC starts 10nm ramp up for Apple A11, TSMC guides 6% weaker sales of NT$246-249bn (up 15.0-16.5% q/q) than...
SUMMARY
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Andrew Lu
Asia and Global Semiconductor and Tech Research
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