TSMC's Curious Decision To Build A Fab In The US Is Largely A Box-Ticking Exercise.
Following a report in the Wall Street Journal yesterday, TSMCannounced this morning their intention to build a state of the art fabrication...
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The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Thai M&A, and SEA's E-Conomy
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
295 Views
AEM Holdings (AEM SP): No Covid-19 Impact; 2020 Will Be a Record Year; 3.7 SGD Fair Value Remains
AEM Holdings (AEM SP) posted stellar 1Q20 results and maintained its 2020 guidance. The margin improvement was simply stunning as NPM doubled from...
739 Views
Intel. COVID-19 Is A Tailwind In The First Half But A Headwind In The Second.
Intel's first quarter 2020 revenues came in at $19.8 billion, up 23% YoY, down 2% QoQ, exceeding guidance by $800 million. Net income amounted to...
283 Views
Lockdown To Accelerate WiFi 6: A Threat to Anticipated 5G Deployment?
In ‘ Will 2020 See Successful Deployment of 5G? ’, we looked at the 5G development process, stating that we expect successful deployment to be...
390 Views