TSMC: I Could Not Find Any Near-Term Catalyst to Drive 1H like Outperformance
Summary Miss again: Despite TSMC starts 10nm ramp up for Apple A11, TSMC guides 6% weaker sales of NT$246-249bn (up 15.0-16.5% q/q) than...
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Tesla - Missed Deliveries Again and What's the Next Excuse for the Miss?
What's new?According to Tesla Motors Inc (TSLA US)'s press release today, Tesla delivered just over 22,000 vehicles in 2Q17, down 12% q/q and up...
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Andrew on Tech: Embracing New Life and Opportunities with AI And Machine Deep Learning
Introduction: To develop a new AI deep learning application, a vendor needs to build or to use Amazon Web Service, Microsoft Azure, Google Cloud...
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Yongsan Electronics Market Visit: Shortage of Computer Graphics Cards Due to Cryptocurrencies Mining
I visited the Yongsan Electronics Market (the largest wholesale and retail electronics products market in Korea), located in central Seoul today....
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SoftBank - Eyeing a Stake in Every 5G / IoT / M2M Device
Visiting ARM in its temporary offices in Cambridge, you are greeted on the one hand by a very 1980s environment, as the firm takes delivery of a...
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