Andrew on Tech: Fan-Out Disruption After Apple A10 Fusion Introduction
After the first fan-out packaging application processor (AP) A10 Fusion introduced at Apple iPhone 7 launch event and manufactured by Taiwan...
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Bullish BAIDU Out of Triangulation
Baidu is poised to see a significant run higher out of triangulation noted in charts below. We remain bullish China and H shares outside of a...
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Taiwan OSAT Vendors Dominated >80% of Profits but We See No Winner
SummaryAfter Jiangsu Changjiang Electronics Tech Co (600584 CH, JCET) in China consolidated with Singapore STATS ChipPAC starting 3Q15, we have...
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Tencent, The Increasing Power of Mobile
Vincent Fernando summarized the details of the recent Tencent (700 HK) results in Tencent 2Q16 Breakdown: Revenue Beats Expectations as Growth...
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China: The Rise of Ad Tech in China
This report looks at the development of advertising technology in the Chinese market. We define the value chain and discuss the capabilities at...
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