Qualcomm Has More Enemies than Friends; Tech Groups Urge Trump to Continue FTC Antitrust Suit
What's new?A group of technology companies (PC, TV, telecom product, and semiconductor fabless/IDM vendors) and automobile manufacturers sent a...
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Qualcomm - Will Non-Recurring Becoming Recurring Losses? Missed Due to Blackberry Arbitration Case
Summary1Q17 misses on BlackBerry arbitration decision and slightly weaker 2Q17 sales despite 10nm Snapdragon 835 for flagship customers. Pending...
219 Views
Sony - Pictures Division Unveils 2017 Line-Up
For Sony to move into the ¥500~600bil OP range, it needs not just a recovery in the cyclical hardware business, but also improved OPM in the...
209 Views
As China Digs for Growth, Can Korea Break Chaebol Dominance?
Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...
633 Views
Sino-ASEAN Strategy: What Does a Breakfast With Bernanke Reveal?
We had a breakfast meeting with Ben Bernanke, a man who needs no introduction. Bernanke is optimistic given a confluence of positive factors...
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