How Bad for TSMC After Samsung Spins off "Samsung Foundry"?
What's new?According to The Korea Economic Daily, Samsung Electronics Co Ltd (005930 KS) has decided to spin off its foundry operation from the...
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Sony - Upward Revision Exceeding Even Our Expectations
Traditionally, Sony's business model was to pile them high in the Christmas quarter and write down inventory losses in the March quarter, so that...
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Silicon Stories #7: Saving Private Optimus
In this review, we look at the possibilities of military robotics in future conflicts on the back of Syria and North Korea. There are three reasons...
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Sony (6758) Readthrough from Universal / Spotify Deal
Spotify’s deal with Universal Music paves the way for a renewed deal with Sony Music, one that could work to the advantage of both Spotify and...
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An Assessment of the Global Auto Industry: OEMs, Auto Suppliers, and Tire Companies
In this in-depth report, I will cover the following: Current state of the global auto industry including the Auto OEM, Auto-parts, and Tire...
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