Augmented Reality as New Driver for Semis?
We see VR (Virtual Reality) might be only a niche application to drive semiconductor demand but believe spectacles type Magic Leap’s Photonic...
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Blockchain & Bitcoin 101
A few weeks ago, I wrote a piece titled Blockchain in the Financial Services Industry with the aim of shedding some light on this new and upcoming...
242 Views
Commissioning a Digital and Cloud Strategy? Best to Consult With Moaty IT Services Leaders
Within the Technology sector, investors often unfairly gloss over the large, fragmented world of IT services, focusing instead on product...
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Looking Long or Short Term on TSMC?
Taiwan Semiconductor Mfg. Co. Ltd. reports a better 2Q16 and guides a stronger 3Q16 but hints 4Q16 inventory and demand adjustment. We believe most...
274 Views
Brexit; Unintended Consequences
In this brief piece we take a considered stance on the likelihood of Brexit actually proceeding in the wake of June’s referendum and examine some...
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