iShares MSCI Taiwan ETF

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  • uploads///Taiwan GDP
    Macroeconomic Analysis

    Taiwan’s Economy Expands, Russia Keeps Rates Unchanged

    Taiwan’s economy came out of the recessionary phase. The GDP for 2Q16 grew by 0.69%—compared to a contraction of 0.68% in the previous quarter.

    By David Meyer
  • uploads///taiwan unemployment rate
    Macroeconomic Analysis

    EWT Rises 1.78%, Taiwan’s Unemployment Rate Holds Steady at 3.75%

    On June 22, the National Statistics Office of the Republic of China reported unemployment figures for the economy of Taiwan.

    By Surbhi Jain
  • uploads///Screenshot
    Company & Industry Overviews

    What Makes Micron a Key Player in Semiconductor Manufacturing?

    Semiconductor manufacturing is complex and involves design, fabrication, assembly, and testing. Building a fab requires investments of $3–4 billion.

    By Puja Tayal
  • uploads///A_Semiconductors_AAPL_US CHina trade deficit
    Company & Industry Overviews

    The US–China Trade War Impacts Apple

    A study by Bank of America Merrill Lynch noted that US labor is 2.6 times more expensive than Chinese labor, which could increase Apple’s product prices by 20%.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC_ CPU availability and Price_Sep
    Company & Industry Overviews

    Supply Shortage Hurts Intel’s Global PC Shipments in H2 2018

    The technology industry faced a GPU (graphics processing unit) supply shortage in Q1 2018 as crypto miners gobbled up inventory.

    By Puja Tayal
  • uploads///A
    Technology & Communications

    The Impact of Tariffs on the Global Semiconductor Supply Chain

    Taiwanese chip designers dealing in consumer electronics are unlikely to move their production away from China, as almost all consumer electronics are made in China.

    By Puja Tayal
  • uploads///china aluminum exports
    Macroeconomic Analysis

    Global Supply to Rise as China Eases Aluminum Export Taxes

    In its latest move, China has removed the export duty on several products, including rods and strips made from primary aluminum.

    By Mohit Oberoi, CFA
  • uploads///Russian GDP
    Macroeconomic Analysis

    Russian GDP Continues to Fall, Taiwan’s Export Orders Drop

    The Russian economy fell by 0.6% on an annual basis in July—compared to Market expectations of a 1.0% decline and lower than a decline of 0.5% in June.

    By David Meyer
  • uploads///Taiwan election results
    Miscellaneous

    What are the implications of Taiwan-China unification?

    The people of Taiwan fear that political unification with China could have grave consequences for their economy.

    By Surbhi Jain
  • uploads///Taiwan GDP
    Macroeconomic Analysis

    Taiwan’s Economy Expands, Bank Indonesia Keeps Rates Unchanged

    Taiwan’s economy rose by 0.7% on an annual basis in 2Q16—compared to a contraction of 0.29% in the previous quarter and slightly above estimated forecasts.

    By David Meyer
  • uploads///A_Semiconductors_NVIDIA_Q Revenue Estimates
    Earnings Report

    Could Nvidia Post Record Revenue in Fiscal 4Q17?

    Nvidia is looking at new revenue streams beyond gaming while aiming to tap every possible way of generating revenue from gaming.

    By Puja Tayal
  • uploads///TWD Dec
    Macroeconomic Analysis

    The Taiwan Dollar Keels as Taiwanese Central Bank Cuts Rates

    The Taiwan dollar depreciated against the US dollar on December 17, 2015, as the Taiwan Central Bank cut interest rates for the second time in three months.

    By David Meyer
  • uploads///AdobeStock_
    Fund Managers

    Bridgewater: What Are Ray Dalio’s Top Investing Ideas?

    Founded by Ray Dalio, Bridgewater Associates’ top sell in the third quarter was the iShares MSCI Emerging Markets ETF (EEM).

    By Rabindra Samanta
  • uploads///comp
    Macroeconomic Analysis

    Asia-Pacific Update: Most Indexes Fall—with a Few Exceptions

    Australia’s S&P ASX 200 was the best-performing index in the Asia-Pacific region on July 3. The index gained 0.59% on the day to end near its 12-year high at 6,685.5.

    By Mike Sonnenberg
  • uploads///rise
    Technology & Communications

    India and Indonesia Indexes Gain as Most Other Asian Indexes Fall

    India’s two key indexes, the NSE Nifty 50 and the S&P BSE Sensex, broke their losing streak even as most Asia-Pacific indexes ended in the red. The S&P BSE Sensex gained 0.8%, while the NSE Nifty 50 rose 0.83%. Both the indexes maintained upward momentum throughout the day.

    By Mike Sonnenberg
  • uploads///graph
    Macroeconomic Analysis

    Taiwan and Thailand Indexes Rise as Other Asian Indexes Fall

    After rising yesterday, both the key Indian indexes fell today.

    By Mike Sonnenberg
  • uploads///military jet _
    Miscellaneous

    Hang Seng and KOSPI Recover while Taiwanese Index Falls

    Hong Kong’s Hang Seng Index followed China’s lead today.

    By Mike Sonnenberg
  • uploads///May
    Macroeconomic Analysis

    Indian Indexes Retreat as Exit Poll Euphoria Wanes

    After skyrocketing on May 20, Indian indexes shed some mass on May 21. The benchmark BSE Sensex dropped 383 points (0.97%).

    By Mike Sonnenberg
  • uploads///May
    Macroeconomic Analysis

    Why Should You Expect Indian ETFs to Gain Big Today?

    After almost six weeks and seven phases, voting for the next government in India ended on May 18.

    By Mike Sonnenberg
  • uploads///May
    Macroeconomic Analysis

    Indian Indexes Continue to Gain on Mixed Day for Asian Equities

    Indian indexes, which are having turbulent times like other world indexes, rose on value-buying opportunities today.

    By Mike Sonnenberg
  • uploads///May
    Macroeconomic Analysis

    Afternoon Surge Boosts Indian Indexes on May 16

    Both the S&P BSE SENSEX and the NIFTY 50 surged in the afternoon of May 16 to end up in the green.

    By Mike Sonnenberg
  • uploads///May
    Macroeconomic Analysis

    Indian Indexes Fell Sharply in Late Trading on May 13

    Late selling pressure dragged both the S&P BSE Sensex and the NIFTY 50 down on May 13.

    By Mike Sonnenberg
  • uploads///A_Semiconductors_MU FCF Q
    Company & Industry Overviews

    The State of Micron’s Cash Flow in Fiscal 2018

    To become cost-competitive, Micron is increasing its capex from $5.0 billion in fiscal 2017 to $7.5 billion in fiscal 2018.

    By Puja Tayal
  • uploads///A_Semiconductors_MU_gross margin Q
    Company & Industry Overviews

    How Micron Plans to Improve Its Gross Margin in Fiscal 2018

    For fiscal 2Q18, Micron expects to improve its gross margin to 56.0% at the midpoint.

    By Puja Tayal
  • uploads///A_Semiconductors_MU_NAND trasition
    Company & Industry Overviews

    Micron’s Product Strategy for Fiscal 2018

    In the DRAM market, Micron expects to achieve bit crossover on 1X DRAM by the end of 2018.

    By Puja Tayal
  • uploads///A_Semiconductors_QCOM revenue Q
    Company & Industry Overviews

    Qualcomm, Broadcom Benefit from Strong Demand for Wireless Chips

    Semiconductor companies reported strength in 2017 as growth revived in almost all end markets.

    By Puja Tayal
  • uploads///Aa_Semiconductors_AAPL_ TSMC monthly rev Nov
    Company & Industry Overviews

    iPhone X Production Issues Impact Apple’s Assembly Partners

    Pegatron’s revenues rose ~8.3% month-over-month to ~$5.5 billion in October 2017. Pegatron was the exclusive supplier of the wireless charger for all 2017 iPhone models.

    By Puja Tayal
  • uploads///A_Semiconductors_AAPL_and suppliers stocks react to iPhone X news
    Company & Industry Overviews

    Stocks of Apple’s Suppliers React to iPhone X News

    On December 6, Broadcom (AVGO), Skyworks Solutions (SWKS), and Qorvo (QRVO) fell 0.4%, 1.7%, and 2.0%, respectively.

    By Puja Tayal
  • uploads///A_Semiconductors_AAPL_iPhone sales by units
    Company & Industry Overviews

    Apple Supplier News and the iPhone X

    Apple (AAPL) earns more than 60% of its revenues from its iPhone line. In this series, we’ll see how its manufacturing and supply chain affects its earnings.

    By Puja Tayal
  • uploads///A_Semiconductors_NVDA_DLI offerings
    Company & Industry Overviews

    NVIDIA Expands Deep Learning Institute to Boost AI Research

    NVIDIA (NVDA) is moving fast in its mission to make AI (artificial intelligence) affordable.

    By Puja Tayal
  • uploads///A_Semiconductors_QCOM_earning licensing Q
    Earnings Report

    What Qualcomm’s Licensing Business Is Doing about Legal Headwinds

    Over the past two years, Qualcomm has paid ~$2.7 billion in fines to regulators in China and South Korea and is now facing a $774-million fine from Taiwan.

    By Puja Tayal
  • uploads///A_Semiconductors_QCOM_non GAAP profit margin Q
    Earnings Report

    Can Qualcomm Maintain Its Profit Margins in Fiscal 2017?

    Apple (APPL) withheld $1 billion in royalty payments to Qualcomm (QCOM) in fiscal 3Q17, which slashed $1 billion directly from Qualcomm’s profits.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC Rev Q
    Earnings Report

    This Could Drive Intel’s Revenues in Fiscal 2017 and 2018

    Intel (INTC) is transitioning from a primarily PC (personal computer) business to a data-centric business, and this fact is visible in its revenue growth.

    By Puja Tayal
  • uploads///A_Semiconductors_Terrirotial tax System
    Macroeconomic Analysis

    The Gray Areas in the US Tax Reform Proposal

    Under the Obama plan proposed in his fiscal 2016 budget, there would be no tax exemption on foreign earnings.

    By Puja Tayal
  • uploads///A_Semiconductors_MU DRAM ASP and cost Q
    Company & Industry Overviews

    How Micron Is Benefitting from the Favorable DRAM Market Environment

    Micron Technology (MU) is the third-largest DRAM (dynamic random access memory) manufacturer in the world, after Samsung (SSNLF) and SK Hynix.

    By Puja Tayal
  • uploads///A_Semiconductors_MU profit margins Q
    Company & Industry Overviews

    Where Micron’s Profit Growth Stands next to Revenue Growth

    Micron is thriving in a strong memory environment, wherein increasing DRAM (dynamic random access memory) and NAND prices are driving earnings.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_Q earnings from display segment
    Earnings Report

    Could the OLED Display Act as AMAT’s Revenue Catalyst in the Future?

    AMAT expects demand for OLED displays to remain high for the coming few years as the market faces a supply shortage.

    By Puja Tayal
  • uploads///
    Earnings Report

    How Will Apple Perform in China in Fiscal 3Q17?

    Apple’s (AAPL) revenue in Greater China fell 14% YoY (year-over-year) from $12.5 billion in fiscal 2Q16 to $10.7 billion in fiscal 2Q17.

    By Adam Rogers
  • uploads///A_AMD_Semiconductors_Ryzen Threadripper CPU
    Company & Industry Overviews

    AMD’s Ryzen Threadripper Challenges Intel in the Ultra-Premium PC Market

    In response to AMD’s Threadripper, Intel announced an 18-core, 36-thread i9 processor for the very high-end market at the Computex Taipei show in Taiwan.

    By Puja Tayal
  • uploads///A_Semiconductors_MU and peers_market cap and  projected sales June
    Miscellaneous

    What Institutional Investors Think about Micron Technology

    Currently, institutional investors own 81.1% and insiders own 0.69% of the total outstanding shares of Micron.

    By Puja Tayal
  • uploads///A_Semiconductors_NVDA_GPU roadmap
    Company & Industry Overviews

    Speculation about NVIDIA’s Volta Gaming Graphic Processing Unit

    NVIDIA’s product strategy NVIDIA (NVDA) has officially unveiled its next-generation Volta architecture. Whenever the company develops a new architecture, it first launches it on the Tesla GPU (graphic processing unit) platform for data centers because it commands a higher price than other platforms. Then it launches the architecture on the GeForce gaming platform, as its […]

    By Puja Tayal
  • uploads///A_Semiconductors_AAPL_Taiwanese suppliers capital gain Mar May
    Company & Industry Overviews

    What’s the Possibility of a Delay in Apple’s iPhone 8 Launch?

    The early production ramp up for Apple’s (AAPL) iPhone 8 doesn’t seem to indicate an early launch of the smartphone.

    By Puja Tayal
  • uploads///A_Semiconductors_QCOM_Business model
    Company & Industry Overviews

    Why the Apple-Qualcomm Licensing Dispute Is Turning Nasty

    In 2017, Apple sued Qualcomm for unfair licensing practices, accusing it of charging unfair royalties for “technologies they have nothing to do with.”

    By Puja Tayal
  • uploads///A_Semiconductors_AAPL_assembly partners operating margin
    Company & Industry Overviews

    How Might Apple’s iPhone 8 Impact Foxconn?

    Taiwanese manufacturer, Hon Hai Precision Industry, also known as Foxconn, is expected to be a major beneficiary of the iPhone 8 super-cycle.

    By Puja Tayal
  • uploads///A_Semiconductors_QCOM AAPL YoY revenue growth Q
    Miscellaneous

    How Contract Manufacturers Got Involved in Qualcomm-Apple Dispute

    The contract manufacturers don’t intend to withhold royalty payments, but they aren’t getting the cash from Apple.

    By Puja Tayal
  • uploads///
    Real Insights

    Substantial Asia Exposure Could Improve Risk-Adjusted Returns

    A higher allocation to Asia could certainly provide diversification benefits to investors while enhancing their risk-adjusted returns.

    By Matthews Asia
  • uploads/// Comparative performance
    Real Insights

    Why Investors Should Consider Core Asian Funds

    The EAFE Index provides exposure to slow-growing developed markets while disregarding Asia’s fast-growing markets (FXI) (INDA).

    By Matthews Asia
  • uploads///A MA
    Real Insights

    What’s Driving Asia’s Growth?

    For the last three decades, Asia has posted higher economic growth than any other region of the world.

    By Matthews Asia
  • uploads///A_Semiconductors_NVDA_GPU roadmap
    Company & Industry Overviews

    Rumor Has It NVIDIA’s Volta Will Arrive Later in 2017

    Things are heating up in the GPU space as AMD looks to enter the high-end market with its Vega GPU. Vega will be priced competitively, likely creating a price war between AMD and NVIDIA.

    By Puja Tayal
  • uploads///
    Earnings Report

    Apple’s 2Q17 Revenue from China Fell 14% from Fierce Competition

    Apple’s (AAPL) revenue from Greater China, which includes China, Hong Kong, and Taiwan, fell 14.0% YoY.

    By Adam Rogers
  • uploads///A_Semiconductors_CY_Earings estimate from USB cdesign wins
    Company & Industry Overviews

    How Much Does Cypress Stand to Benefit from Apple’s and Samsung’s Latest Designs?

    Cypress (CY) is rumored to be in the process of securing a smartphone design win for its USB type-C port from Apple (AAPL) and Samsung (SSNLF).

    By Puja Tayal
  • uploads///A_Semiconductors_Micron DRAM roadmap
    Company & Industry Overviews

    Micron Technology’s Competitive Position in the DRAM Market

    Micron Technology (MU) has achieved a 25% cost reduction by transitioning from 25nm to 20nm.

    By Puja Tayal
  • uploads///A_Semiconductors_MU_Operational improvement
    Company & Industry Overviews

    Micron’s Strategy to Improve Operational Efficiencies

    Micron Technology (MU) entered the 3D NAND market earlier than its competitors, as its planar NAND did not deliver good returns.

    By Puja Tayal
  • uploads///A_Semiconductors_NVDA_platform model
    Company & Industry Overviews

    Why Nvidia Stock Is Falling despite Strong Growth Ahead

    Nvidia’s (NVDA) move from GPUs to a GPU platform-based business model contributed to its exceptional growth in fiscal 2017. Nvidia’s earnings touched new highs as its revenues rose 38% year-over-year.

    By Puja Tayal
  • uploads///
    Company & Industry Overviews

    The Outlook for Apple’s Performance in China

    Apple’s (AAPL) revenues from Europe rose 3.0% to $10.5 billion, and its revenues from the Asia-Pacific region rose 8.0% to $5.9 billion.

    By Adam Rogers
  • uploads///Series  A
    Company & Industry Overviews

    Cypress Depends on Memory Business to Improve Profits

    Cypress Semiconductor (CY) is becoming a complete embedded solutions provider.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    Micron Rebounds to Profits in Fiscal 1Q17

    In fiscal 1Q17, Micron’s non-GAAP (generally accepted accounting principles) gross margin was 25.0%, a rise of seven percentage points from fiscal 4Q16.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    Xilinx Prepares Gears up with ARM’s IP

    Xilinx (XLNX) is moving ahead of Intel (INTC), not only in FPGA (field programmable gate array) adoption but also in technology node.

    By Puja Tayal
  • uploads///Series  A
    Miscellaneous

    The Inotera Deal: Micron’s Upcoming Earnings Highlight

    The key highlight in Micron’s fiscal 1Q17 earnings will be the integration of Inotera, which should be quickly accretive to its gross margins, EPS, and FCF.

    By Puja Tayal
  • uploads///Series  A
    Miscellaneous

    How Might the Inotera Acquisition Impact Micron’s DRAM Earnings?

    Micron Technology will have to raise ~$2.5 billion to fund its joint venture acquisition of Inotera, and this move will add to its already high leverage.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    How Will Donald Trump’s Victory Impact AMAT?

    AMAT is the world’s largest manufacturer of SME (semiconductor manufacturing equipment) and supplies to chipmakers around the world.

    By Puja Tayal
  • uploads///
    Earnings Report

    How Did Apple Perform in China in Fiscal 4Q16?

    Sales fell 30% in Greater China Apple’s (AAPL) revenue from Greater China, which includes China, Hong Kong, and Taiwan (EWT), fell 30% YoY (year-over-year) from $12.5 billion in fiscal 4Q15 to $8.8 billion in fiscal 4Q16. The United States continued to be Apple’s largest market, generating revenue of $20.2 billion in fiscal 4Q16. However, this […]

    By Adam Rogers
  • uploads///Series  A
    Earnings Report

    Why Qualcomm’s Revenues Are Unlikely to Improve in Fiscal 2Q16

    Qualcomm earns revenue by selling mobile chips and by licensing its technology to other handset makers. Let’s first look at the core business of QCT.

    By Puja Tayal
  • uploads///
    Company & Industry Overviews

    Can the iPhone 7 Drive Sales in China?

    According to Strategy Analytics, Apple is now the fifth-largest smartphone player in China.

    By Adam Rogers
  • uploads///China trade balance
    Macroeconomic Analysis

    China’s Trade Surplus Expands, Australian Indices Still Rise

    China’s trade surplus widened to $52.3 billion in July from $48.1 billion in the previous month. It’s expected to narrow to $47.6 billion.

    By David Meyer
  • uploads///Taiwan inflation
    Macroeconomic Analysis

    Inflation Rises in Taiwan, Indonesian GDP Beat Expectations

    The inflation rate in Taiwan rose by 1.2% in July on an annual basis—above expectations of 1.1% growth and last month’s rise of 0.91% in consumer prices.

    By David Meyer
  • uploads///
    Earnings Report

    Apple’s Revenues from Sales in China Continued to Fall in 3Q16

    Apple’s revenue from Greater China fell 33% YoY (year-over-year) from $13.2 billion in fiscal 3Q15 to $8.8 billion in fiscal 3Q16.

    By Adam Rogers
  • uploads///China PMI
    Macroeconomic Analysis

    Manufacturing PMI Releases across Asian Economies, China Struggles

    The official manufacturing PMI for China, published by the National Bureau of Statistics of China, came in at 49.9 for July—slightly below June’s reading of 50.

    By David Meyer
  • uploads///Asia July
    Macroeconomic Analysis

    Strong Rise in Business Sentiment: Is It Signaling a Bounce Back?

    The MNI China business sentiment index rose to 55.5 in July—compared to 54.5 in the previous month. It released at the highest level since October 2015.

    By David Meyer
  • uploads///Asia July
    Macroeconomic Analysis

    Inflation Levels in Malaysia Ease, Taiwanese Export Orders Drop

    The inflation rate in Malaysia increased by 1.6% on an annual basis in June—compared to 2.0% in the previous month and below forecasts of 1.6%.

    By David Meyer
  • uploads///Asia July
    Macroeconomic Analysis

    Asian ETFs Record Losses as Negative Sentiment Prevails

    Among Asian economies, the inflation rate in the Philippines was 1.9% for June on an annual basis—meeting expectations and above 1.6% growth in May.

    By David Meyer
  • uploads///Latin June
    Macroeconomic Analysis

    Colombia Central Bank Hikes Rates by 25 Basis Points on June 22

    The central bank of Colombia increased interest rates on June 22, 2016, by 25 basis points to 7.5%, which was in line with expectations. This was its tenth consecutive hike in benchmark rates.

    By David Meyer
  • uploads///Series  A
    Company & Industry Overviews

    Intel to Face Competition from IBM and ARM in Data Center Space

    While Intel is preparing for the HPC (high-performance computing) market, IBM is competing with Intel head to head with its Power9 processors.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    What’s Intel’s Technology Development Approach?

    Every year, Intel spends ~$20 billion on new technology, which includes $10 billion–$12 billion on R&D and $9 billion–$10 billion on building advanced fabrication facilities.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    Advanced Micro Devices versus NVIDIA: A Face-Off between Polaris and Pascal GPUs

    In terms of memory, the Radeon RX 480 4GB variant is on par with GTX 980 and 970, and the 8GB variant is on par with GTX 1070.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    The Chatter about Apple’s Supplier Choice for the iPhone 7

    The DigiTimes, citing unnamed sources, reported that Apple would use multiple suppliers for its iPhone 7 to ensure enough handsets are available when the phone is launched.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    Rumor: Apple Orders Higher Production Volumes for iPhone 7

    With stressed iPhone 6s and 6s Plus sales, all suppliers have high hopes for Apple’s upcoming flagship product, the iPhone 7. It’s scheduled to launch in September 2016.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    How Will the iPhone 7 Impact Texas Instruments’ Revenue?

    Taiwan’s Economic Daily News reported that Apple has instructed its component suppliers to produce components for the iPhone 7 for 72 million–78 million smartphones.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    What’s NVIDIA’s Pricing Strategy for Its Pascal GPUs?

    Let’s look at the pricing structure of NVIDIA’s Pascal and compare it with the pricing structure of Advanced Micro Devices’ Polaris.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    What Factors Enabled NVIDIA to Outperform in Fiscal 1Q17?

    NVIDIA (NVDA) outperformed the PC industry, posting strong fiscal 1Q17 earnings results along with even stronger fiscal 2Q17 guidance.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    What Challenges Will Surround NVIDIA in Fiscal 2017?

    NVIDIA is geared to tap the VR, deep learning, and autonomous car markets. Let’s look at some of the challenges the company could face in fiscal 2017.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    NVIDIA’s Pascal GPU Was a Hot Topic at GTC 2016

    Moving on to the next big trend of deep learning, NVIDIA has unveiled its most-awaited next-generation GPU architecture, Pascal.

    By Puja Tayal
  • uploads///Series  A
    Miscellaneous

    How Will SanDisk Reduce the Cost for Western Digital?

    The overlap of products and customers between SanDisk and Western Digital would help reduce $180 million in operating expenses over the next 18 months.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    Could Intel Be Serious Competition to Qualcomm as Apple Supplier?

    Trouble may be looming with Qualcomm’s key customer, Apple (AAPL), which may be looking to source some of its LTE (Long-Term Evolution) modems from Intel (INTC).

    By Puja Tayal
  • uploads///Series  A
    Earnings Report

    Micron’s Technology Roadmap for 2016 and 2017

    Micron’s technology transition will slow down the output and revenue in the short term. The company will be able to meet advanced memory products’ needs.

    By Puja Tayal
  • uploads///China classes
    Company & Industry Overviews

    China’s Middle Class Growth Is an Important Driver for Apple

    One of the most important growth drivers for Apple in China is the growing percentage of people in China’s upper middle class.

    By Puneet Sikka
  • uploads///Series  A
    Company & Industry Overviews

    Foundries to Grow Faster than Integrated Circuits in 2016

    Taiwan (EWT) is the largest semiconductor manufacturer, housing the world’s top two foundries, namely TSMC (TSM) and UMC (United Microelectronics).

    By Puja Tayal
  • uploads///Series  A
    Earnings Report

    Competition Picks Up for Qualcomm

    Qualcomm (QCOM) is well positioned in the mobile chipset market with no strong competition from any one large company. But over the past few years, Qualcomm’s market share has fallen.

    By Puja Tayal
  • uploads///Series  A
    Miscellaneous

    Micron Technology to Acquire Inotera for a 30% Premium

    Intel’s memory chip partner Micron announced that it’s acquiring the remaining 67% stake in its joint venture partner Inotera Memories for $4.1 billion.

    By Puja Tayal
  • uploads///Series  A
    Miscellaneous

    What Antitrust Probes Are in the Pipeline for Qualcomm?

    Antitrust regulators from Taiwan (EWT), South Korea, the United States, Europe, and China are investigating Qualcomm’s licensing model.

    By Puja Tayal
  • uploads///Apple iPhone revenue contribution Q
    Earnings Report

    Apple’s 4Q15 Earnings Beat Analysts’ Estimates … Again

    As expected, Apple (AAPL) beat analysts’ estimates for 4Q15 revenues and EPS. On October 27, 2015, Apple announced revenues of $51.5 billion, which beat estimates of $51.1 billion. EPS of $1.96 beat the expected $1.88.

    By Puneet Sikka
  • uploads///Screenshot
    Company & Industry Overviews

    Factors Driving the Semiconductor Industry in Taiwan

    Taiwan’s semiconductor revenue rose 16.7% year-over-year to $72.5 billion in 2014, driven by an increasing demand for chips used in smartphones and Internet of Things products.

    By Puja Tayal
  • uploads///Screenshot
    Company & Industry Overviews

    What Led to the Emergence of the Fabless-Foundry Model?

    A fabless company only focuses on chip designing and a foundry focuses on manufacturing the chips designed by fabless firms.

    By Puja Tayal
  • uploads///Mobile AAPL iPhones
    Company & Industry Overviews

    Update on iPhone Sales in China

    In the Greater China region, iPhone sales rose by a significant ~87% year-over-year during the quarter.

    By Ray Sheffer
  • uploads///Tel AAPL china market FQ
    Earnings Report

    Greater China Drove Apple’s Sales in Fiscal 3Q15

    Apple’s overall revenue grew by ~32.5% YoY to ~$49.6 billion during the quarter. Moreover, revenue from the Greater China segment grew robustly by ~112.4% YoY to ~$13.2 billion.

    By Ray Sheffer
  • uploads///Tel AAPL REVENUE FQ
    Earnings Report

    Apple’s Revenue Is Close to Wall Street Estimates in Fiscal 3Q15

    Apple’s revenue grew robustly by ~32.5% YoY to ~$49.6 billion in fiscal 3Q15. Apple’s revenue growth was even higher than what the management had anticipated.

    By Ray Sheffer
  • uploads///part  yuan dollar
    Macroeconomic Analysis

    How Will China’s Yuan Devaluation Affect Apple?

    China surprised the world on August 11, when China’s central bank announced the weakening of the yuan by 1.9% against the dollar.

    By Puneet Sikka
  • uploads///Capture
    Macroeconomic Analysis

    Asian Currencies Follow China’s Cue of Yuan Devaluation

    The PBOC (People’s Bank of China) surprised markets and devalued their currency by 2% against the US dollar on the back of some weak data

    By David Meyer
  • uploads///part
    Macroeconomic Analysis

    Chinese Real Estate Indicators Point to Lagging Copper Demand

    In this part of the series, we’ll look at Chinese real estate indicators for May, according to data released by the National Bureau of Statistics of China on June 12.

    By Mohit Oberoi, CFA
  • uploads///part  real estate climate index
    Macroeconomic Analysis

    Chinese Property Market Slowdown Could Hit Copper Demand

    A slowdown in the Chinese property market is negative for companies such as Vale (VALE), Teck Resources (TCK), and BHP Billiton (BHP).

    By Mohit Oberoi, CFA
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