Best Pure Play on OLED. Key Revenue Drivers to Rebase in 2017/2018.
Universal Display Corp (OLED US) (UDC) is the best pure play on the upcoming acceleration of the OLED mobile adoption cycle, which after many years...
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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...
402 Views
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...
669 Views
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...
312 Views