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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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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Incremental New at Apple WWDC 2017?
SummaryIn summary, we found no major surprise from Apple Inc (AAPL US) WWDC 2017 except some incremental improvements on Watch OS and iOS operating...
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AMD Gains Shares from Intel but Cost Down Not Enough to Turn into Profits
AMD's result and guidance vs. Bloomberg consensusAdvanced Micro Devices (AMD US) reports in line 1Q17 sales of US$984mn but misses on net losses of...
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Intel Needs Better Drivers to Defend Its Margin
Summary Intel needs better drivers to defend its margin: We attribute the op margin miss to a below corp. avg sales growth from client computing...
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