Silicon Stories#2: The E-Power Revolution
While most renewable energy stocks in Thailand (SUPER, DEMCO) are overvalued in our view, it is worthwhile to note the technological advances in...
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Blockchain & Provenance
While much has been written about blockchain and its applications in the financial services industry, one emerging trend is the use of blockchain...
249 Views
Times of Trouble: Italy, Europe, & Digital TV
Increasingly, Thai markets are expected to be more turbulent in 2017 than they had been in this year. With Renzi's defeat, most of the press also...
585 Views
US Said No on Aixtron After Taiwan Delayed on PT/Chipmos Acquisition; Any Way Out for China?
Summary US said no on Aixtron US acquisition: U.S. President issued an order prohibiting Grand Chip buying Germany’s LED equipment vendor...
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N.A. Semiconductor Equipment BB Ratio to Four Year Low - Sign of a Downturn?
Summary BB ratio down to 0.91 for the first time in four-year and below parity in 11 months: North America-based manufacturers of semiconductor...
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