Andrew on Tech: Automotive Semis the Next Wave
Post Bayerische Motoren Werke AG (BMW GR), Intel Corp (INTC US) , and Mobileye announced new self-driving car to launch by 2021 together with...
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ASML - Hermes Microvision: A Take on the Anti-Trust Angle
A few weeks ago, my colleague - Arzish Baaquie - put out an insight covering ASML's offer for Hermes Microvision ("HMI"), titled: ASML-Hermes...
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Antitrust Investigation Duration Near Record Levels; Merger Litigation Taking Longer, Too
Significant merger investigations during the first half of 2016 lasted 9.5 months on average—on par with CY2015, but more than 30 percent longer...
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Looking Long or Short Term on TSMC?
Taiwan Semiconductor Mfg. Co. Ltd. reports a better 2Q16 and guides a stronger 3Q16 but hints 4Q16 inventory and demand adjustment. We believe most...
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Technology Observer: When the Chips Are Down, Bet on Capital Equipment Firms
More than Just Moore’s Law Building semiconductors is like playing Russian roulette. You put a gun to your head, pull the trigger, and find out...
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