Whirlpool India: Multi Year Opportunity
India’s fourth largest refrigerator (RF) and washing machine (WM) player. Urban penetration of RF at 75% and of WM at 25% offers a long runway for...
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Western Digital Files Injunction in California Against Sale of Toshiba JVs
News reports are now indicating that the disagreements between Toshiba Corp (6502 JP) and Western Digital Corp (WDC US) have reached a new low with...
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Bingo, Qualcomm Might Switch 7nm Orders Back to TSMC
What's new?Korea ET news reported Qualcomm Inc (QCOM US) might use Taiwan Semiconductor Mfg. Co. Ltd. (2330 TT)'s 7nm for its next generation...
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Challenges and Risks Ahead for Intel Part 3; New Addressable Market for Samsung and TSMC
Summary Intel not happy with Microsoft: Intel implied Microsoft and Qualcomm are unlawful to infringe its instruction set architecture patents. At...
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The Week That Was in NorthAsia@Smartkarma: Shorting Mickey, Turtle Shell Corn Chips and EVs & OLED
KoreaNew Food Products Drive 17.4% YTD Performance for Innovative Korean Food CompaniesDouglas Kim continues his taste test tour in Innovative...
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