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...
822 Views
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...
370 Views
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...
235 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...
255 Views
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...
299 Views