Semi-Equipment Top Pick: Long Term Secular Winner
In sweet spot of semiconductor equipment spending. More than 50% of wafer fabrication equipment ('WFE') spending is in deposition and etch, which...
482 Views
Andrew on Tech: Will Emerging Memory Technologies Replace DRAM/NAND?
Problems with existing DRAM/NAND flash: Due to some problems on performance, production scaling, and lower power requirement, lots emerging memory...
1k Views
Rise of the Machines: The AI Arms Race…
It’s much harder for computers to learn simple inference than a human brain, but once neural network software is ‘trained’ it can apply the...
660 Views
Visa Reform Raises Near-Term Uncertainty for Offshore IT Services; Options Exist to Lessen Burden
In the wake of a sweeping immigration ban within the U.S. in late January, we are seeing repercussions and volatility for the IT services industry,...
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Value Traps: Dinosaur Stocks in the Digital Age
In our experience with Thai equities, MCorp Review identified seven common reasons why some companies either lose market leadership or fail to...
438 Views