Sino-ASEAN Strategy: What Does a Breakfast With Bernanke Reveal?
We had a breakfast meeting with Ben Bernanke, a man who needs no introduction. Bernanke is optimistic given a confluence of positive factors...
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Intel Pays up 34% of Premium on Mobileye to Buy 1% Sales; Desperately into Autonomous Drive Market?
Summary Intel pays up 34% premium to acquire Mobileye: Intel announces to buy Mobileye for $15.3bn at US$63.54 per share in cash or 34% premium to...
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Challenges and Risks Ahead for Intel; Part 2 on Microsoft's Olympus Platform to Invite Competitors
Summary Microsoft invites Intel's competitors to cloud: At 2017 Open Compute Project Summit, Microsoft announced a collaboration with Qualcomm's...
228 Views
Hedge Hogging Series: What Are the Secrets of the Temple?
We slice and dice the secrets of the Fed policies to derive comparative analysis between Reaganomics and Trumponomics. Seven themes emerge from...
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Memory Spot Unlikely Goes up Further; Focusing on Contract Price Stability After Micron's Raise
Summary Micron raised already strong guidance: Post our raise on 1Q17 DRAM spot/contract price by 27%/11% and NAND flash spot/contract price by...
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