Morpho: Morphing from Smartphones to Other Applications and It’s Cheap
$engages in the research, development and licensing of image processing technologies in Japan. The company offers image stabilisation,...
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Taiwan: Recession? What Recession? A Model Democracy Combats Covid
Taiwan's industrial production has expanded in each of the last 5 months, accelerating in June 2020 to 7.3% YoY growth. This reflects the fact...
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Foxconn’s Investment of US$1bn in India Further Confirms Apple’s Intention to Move Away from China
Since last year, Foxconn has gradually started expanding its foothold in India and we have covered each of these developments in our previous...
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Luxshare’s Risky Chance to Be Apple’s Second Foxconn
The Nikkei reported last week that Apple Inc (AAPL US) wants its Airpod assembler Luxshare Precision Industry (002475 CH) to invest a huge amount...
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AAPL Supply Chain COVID-19 Disruption March Update
We summarize key takeaways for our checks with the Asian semi supply chain relevant to AAPL’s H1 production and the iPhone 12 launch schedule...
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