Investment Opportunity from Samsung's 3D NAND Supply Chain: Wonik IPS & TES
I'd like to recommend investors to closely watch Samsung's 3D NAND supply chain. Why? It is mainly because Samsung is the only one that is...
449 Views
Augmented Reality as New Driver for Semis?
We see VR (Virtual Reality) might be only a niche application to drive semiconductor demand but believe spectacles type Magic Leap’s Photonic...
229 Views
Blockchain & Bitcoin 101
A few weeks ago, I wrote a piece titled Blockchain in the Financial Services Industry with the aim of shedding some light on this new and upcoming...
242 Views
Commissioning a Digital and Cloud Strategy? Best to Consult With Moaty IT Services Leaders
Within the Technology sector, investors often unfairly gloss over the large, fragmented world of IT services, focusing instead on product...
172 Views
CRS/AEOI: The Next FATCA …And Which May Affect Even More Asia Accounts
I recently sat down for a catch up with a finance friend running a CFO type role in a major company. Some points he noted on banks led to what I...
189 Views