Accelerator: Rise of the Machine (And Deep) Learning Phenomenon
There is nothing more deceptive than an obvious fact.Taken from Sir Arthur Conan Doyle’s The Adventures of Sherlock Holmes, this quote aptly...
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Will US Court's Order Give a Chance to WD to Join Toshiba Memory Corp Sale?
What's new?Based on an agreement between the two companies to remove a preliminary injunction request by WD on Toshiba Memory Corp sale, the...
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Intel Sees Solid 2H17; Implications to Cloud/ Memory Demand and Competitions
Summary Solid 2H17: We expect 2Q beat and good 2H17 guidance to drive analysts to revise up their numbers on Intel. However, we remain our...
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Global Software Market Perspectives 1H2017
GP Bullhound has established a quarterly market report on the Software as a Service (“SaaS”) space to provide quantitative insights into public...
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Samsung Foundry Is Aiming 25% of Shares in Five Years; We See 17% Gain Too Aggressive
Summary 8% to 25% shares in five years? Samsung plans to triple its foundry shares to 25% from an estimated 8% in 2016 within the next five years...
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