Macronix International Co Ltd (2337.TW): Reiterate OW: GigaDevice and SMIC attended our 2017 Beijing TMT conference on August 30. The comments from both companies underpinned our constructive view on Macronix, and we believe that market growth in 2018 and onwards will be driven by demand. " 1st Take: GigaDevice and SMIC's comments reaffirm our positive thesis – NOR market still undersupplied into 2018 " by Daniel Yen. (Morgan Stanley Research, August 30)。    Himax Technology, Inc (HIMX.O): What's new? Qualcomm (QCOM.O, US$51.81 followed by MS analyst James Faucette) and Himax jointly announced a 3D sensing total solution, and target shipments in 1Q18. This reaffirms our thesis that Android camp smartphones will adopt 3D sensing features earlier than expected. " 1st Take: Company Jointly Announces 3D Sensing Total Solution with Qualcomm " by Charlie Chan. (Morgan Stanley Research, August 30)。

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