Andrew on Tech: Automotive Semis the Next Wave
Post Bayerische Motoren Werke AG (BMW GR), Intel Corp (INTC US) , and Mobileye announced new self-driving car to launch by 2021 together with...
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Event Risks, Catalysts and Volatility in Latter 2016
The UK’s referendum to exit Europe and the ensuing gyrations in global markets warned us against complacency in the face of event risk. Vigilance...
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MediaTek Guides Stronger 2H16 and Comments IC Shortage
Driven by smartphone ASP increase of 5-10% q/q on mix change to Helio 4G products (>15% of shipment in 2Q16 and >20% in 2H16), Mediatek Inc...
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DMER Shorts: Pokémon GO and the World of Container Shipping as We Knew It
Pokémon GO and the world of container shipping as we knew it “Dad, have you heard of Pokémon Go, can kids play it, when can I download it”, “Dad,...
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Augmented Reality as New Driver for Semis?
We see VR (Virtual Reality) might be only a niche application to drive semiconductor demand but believe spectacles type Magic Leap’s Photonic...
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