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天才條的黑名單

12308;自由時報記者洪友芳/新竹報導〕IC設計大廠聯發科(2454)將合併F-晨星(3697),濃烈殺價戰火可望喊停,但兩家原本打對台的公司在代工、光罩及封測供應廠商大不同,互別苗頭意味濃,合併後供應鏈廠商恐將重新大洗牌,預期聯發科陣營的台廠較得利。 聯發科、F-晨星上週五宣布將分階段合併,聯發科將先公開收購F-晨星至少40%發行股票,收購完成後將進一步合併F-晨星,合併後,聯發科為存續公司、F-晨星為消滅公司,雙方將在2013年第一季正式合併。 目前聯發科、F-晨星在晶圓代工製程相繼已達45奈米及以下製程,聯發科投產以台積電(2330)、聯電(2303)為主,F-晨星向來代工夥伴以國外的全球晶圓(GF)居多,台積電次之。 在先進製程上,晶圓代工採一元化服務,客戶端不需自找光罩廠配合,以便掌握交貨品質與時程,台積電向來自家搭配提供客戶光罩服務,GF、聯電則找光罩廠翔準等廠商合作。大小M過去是競爭對手,主要晶圓代工合作對象不同,委託光罩廠商自也不一樣。 May 1, 2012 THE WALL STREET JOURNAL. Inflation has also moderated substanti...

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天才條的黑名單 | itismycall.blogspot.com Reviews
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12308;自由時報記者洪友芳/新竹報導〕IC設計大廠聯發科(2454)將合併F-晨星(3697),濃烈殺價戰火可望喊停,但兩家原本打對台的公司在代工、光罩及封測供應廠商大不同,互別苗頭意味濃,合併後供應鏈廠商恐將重新大洗牌,預期聯發科陣營的台廠較得利。 聯發科、F-晨星上週五宣布將分階段合併,聯發科將先公開收購F-晨星至少40%發行股票,收購完成後將進一步合併F-晨星,合併後,聯發科為存續公司、F-晨星為消滅公司,雙方將在2013年第一季正式合併。 目前聯發科、F-晨星在晶圓代工製程相繼已達45奈米及以下製程,聯發科投產以台積電(2330)、聯電(2303)為主,F-晨星向來代工夥伴以國外的全球晶圓(GF)居多,台積電次之。 在先進製程上,晶圓代工採一元化服務,客戶端不需自找光罩廠配合,以便掌握交貨品質與時程,台積電向來自家搭配提供客戶光罩服務,GF、聯電則找光罩廠翔準等廠商合作。大小M過去是競爭對手,主要晶圓代工合作對象不同,委託光罩廠商自也不一樣。 May 1, 2012 THE WALL STREET JOURNAL. Inflation has also moderated substanti...
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1 天才條的黑名單
2 供應鏈大洗牌 聯發科陣營得利
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天才條的黑名單 | itismycall.blogspot.com Reviews

https://itismycall.blogspot.com

12308;自由時報記者洪友芳/新竹報導〕IC設計大廠聯發科(2454)將合併F-晨星(3697),濃烈殺價戰火可望喊停,但兩家原本打對台的公司在代工、光罩及封測供應廠商大不同,互別苗頭意味濃,合併後供應鏈廠商恐將重新大洗牌,預期聯發科陣營的台廠較得利。 聯發科、F-晨星上週五宣布將分階段合併,聯發科將先公開收購F-晨星至少40%發行股票,收購完成後將進一步合併F-晨星,合併後,聯發科為存續公司、F-晨星為消滅公司,雙方將在2013年第一季正式合併。 目前聯發科、F-晨星在晶圓代工製程相繼已達45奈米及以下製程,聯發科投產以台積電(2330)、聯電(2303)為主,F-晨星向來代工夥伴以國外的全球晶圓(GF)居多,台積電次之。 在先進製程上,晶圓代工採一元化服務,客戶端不需自找光罩廠配合,以便掌握交貨品質與時程,台積電向來自家搭配提供客戶光罩服務,GF、聯電則找光罩廠翔準等廠商合作。大小M過去是競爭對手,主要晶圓代工合作對象不同,委託光罩廠商自也不一樣。 May 1, 2012 THE WALL STREET JOURNAL. Inflation has also moderated substanti...

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1

天才條的黑名單: 十月 2011

http://itismycall.blogspot.com/2011_10_01_archive.html

What's behind the stellar growth of the dim sum bond market? By Standard and Poor's. The market for offshore Chinese renminbi-denominated bonds is relatively small, but its growth has been spectacular. What’s fuelling the development of the dim sum market? What other factors support the market? Are there any impediments to future growth? What is the typical credit risk profile of dim sum issuers? How diversified is the market? The rapid development of the offshore renminbi market was, of course, the impe...

2

天才條的黑名單: 十一月 2011

http://itismycall.blogspot.com/2011_11_01_archive.html

Backlash from Netflix Buybacks. NOVEMBER 23, 2011 THE WALL STREET JOURNAL. It is not Netflix. S fault that investors priced its shares for perfection. But the Internet video company is to blame for managing its own balance sheet for the same flawless performance. The former high-flier announced Monday night it had sold $200 million in new shares at $70 each and another $200 million in bonds convertible to stock at $85.80. Just months ago, the stock traded above $300. It is now at $72. In buying back shar...

3

天才條的黑名單: 二月 2012

http://itismycall.blogspot.com/2012_02_01_archive.html

New Push for Reform in China. FEBRUARY 23, 2012 THE WALL STREET JOURNAL. BEIJING—An exclusive preview of an economic report on China, prepared by the World Bank and government insiders considered to have the ear of the nation's leaders, offers a surprising prescription: China could face an economic crisis unless it implements deep reforms, including scaling back its vast state-owned enterprises and making them operate more like commercial firms. It recommends that state-owned firms be overseen by asset-m...

4

天才條的黑名單: 六月 2011

http://itismycall.blogspot.com/2011_06_01_archive.html

Apple's Flashy Music Margins. JUNE 28, 2011 THE WALL STREET JOURNAL. S success in digital music is no flash in the pan. Google's and Amazon's services involve users streaming content from cloud-based servers to their devices. That allows users to listen to their music collection from their PCs at work, for instance, or on a mobile device with a Web connection. But with wireless operators introducing usage-based pricing for data, frequent streaming could add to cellphone bills. AT&T. This new service may ...

5

天才條的黑名單: 六月 2012

http://itismycall.blogspot.com/2012_06_01_archive.html

12308;自由時報記者洪友芳/新竹報導〕IC設計大廠聯發科(2454)將合併F-晨星(3697),濃烈殺價戰火可望喊停,但兩家原本打對台的公司在代工、光罩及封測供應廠商大不同,互別苗頭意味濃,合併後供應鏈廠商恐將重新大洗牌,預期聯發科陣營的台廠較得利。 聯發科、F-晨星上週五宣布將分階段合併,聯發科將先公開收購F-晨星至少40%發行股票,收購完成後將進一步合併F-晨星,合併後,聯發科為存續公司、F-晨星為消滅公司,雙方將在2013年第一季正式合併。 目前聯發科、F-晨星在晶圓代工製程相繼已達45奈米及以下製程,聯發科投產以台積電(2330)、聯電(2303)為主,F-晨星向來代工夥伴以國外的全球晶圓(GF)居多,台積電次之。 在先進製程上,晶圓代工採一元化服務,客戶端不需自找光罩廠配合,以便掌握交貨品質與時程,台積電向來自家搭配提供客戶光罩服務,GF、聯電則找光罩廠翔準等廠商合作。大小M過去是競爭對手,主要晶圓代工合作對象不同,委託光罩廠商自也不一樣。 訂閱: 文章 (Atom).

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天才條的黑名單

12308;自由時報記者洪友芳/新竹報導〕IC設計大廠聯發科(2454)將合併F-晨星(3697),濃烈殺價戰火可望喊停,但兩家原本打對台的公司在代工、光罩及封測供應廠商大不同,互別苗頭意味濃,合併後供應鏈廠商恐將重新大洗牌,預期聯發科陣營的台廠較得利。 聯發科、F-晨星上週五宣布將分階段合併,聯發科將先公開收購F-晨星至少40%發行股票,收購完成後將進一步合併F-晨星,合併後,聯發科為存續公司、F-晨星為消滅公司,雙方將在2013年第一季正式合併。 目前聯發科、F-晨星在晶圓代工製程相繼已達45奈米及以下製程,聯發科投產以台積電(2330)、聯電(2303)為主,F-晨星向來代工夥伴以國外的全球晶圓(GF)居多,台積電次之。 在先進製程上,晶圓代工採一元化服務,客戶端不需自找光罩廠配合,以便掌握交貨品質與時程,台積電向來自家搭配提供客戶光罩服務,GF、聯電則找光罩廠翔準等廠商合作。大小M過去是競爭對手,主要晶圓代工合作對象不同,委託光罩廠商自也不一樣。 May 1, 2012 THE WALL STREET JOURNAL. Inflation has also moderated substanti...

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