What Samsung Says About Demand; Implications to Memory, Display, and Smartphone Competitors?
The outlook for memory and foundrySamsung Electronics Co Ltd (005930 KS) expects tight memory supply/demand conditions to continue in 4Q17 due to...
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Sector Capsule: Computers and Peripherals in Vietnam
Laptops declines by 5% in retail volume terms to 627,000 units in 2017 Laptops in the retail channel records a decline due to a lack of demand...
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Sector Capsule: Mobile Phones in Vietnam
Feature phones declines by 12% in retail volume terms to six million units in 2017 Thanks to the high proportion of loyal users, feature phones...
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From Lattice to Imagination; Canyon Bridge Is Desperate
From Lattice to Imagination9 days after US President Donald Trump blocked a Chinese-backed Canyon Bridge Capital Partners from buying Lattice...
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Andrew on Tech: Finding the Four Beneficiaries from Rising PCI Express Lanes for Data Center
Summary of finding the beneficiariesAfter our recent discussions with two cloud data center experts, we conclude a rising requirement on faster and...
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