Japan Display Inc: Lowered Break Even Point & Higher Utilisation Could Triple Stock Price
After securing financing from INCJ in December and a series of write-offs and restructurings to bring down fixed costs and improve yields, we...
193 Views
Expect Success of Nintendo Switch and Retain FVE of JPY 30,000; Shares Undervalued
We have fine-tuned our earnings forecast for Nintendo, and retain our no-moat rating and fair value estimate of JPY 30,000. While December quarter...
205 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
Can Tech Save The Declining Japanese Apparel Industry? FashionTech Series (1/3)
In this first of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at BtoB start-up companies...
257 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