What if DRAM and NAND Spot Prices Are Falling?
Summary DRAM/NAND flash spot and contract prices are still trending up: We are revising up our 1Q17 DRAM spot/contract price by 27%/11% and NAND...
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Rise of the Machines: The AI Arms Race…
It’s much harder for computers to learn simple inference than a human brain, but once neural network software is ‘trained’ it can apply the...
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The American Factor: Cars & Repatriation
Opening the Issues. Unlike the Obama days, it’s virtually impossible for investors in Thailand to ignore Donald Trump. Despite talks about Brexit,...
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Artificial Intelligence & Internet of Things: Making Sense of It All
As I turn into bed, I can picture my mother telling me to brush before I sleep. However, in my wildest imagination, I cannot picture my toothbrush...
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Visa Reform Raises Near-Term Uncertainty for Offshore IT Services; Options Exist to Lessen Burden
In the wake of a sweeping immigration ban within the U.S. in late January, we are seeing repercussions and volatility for the IT services industry,...
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