Hurting Apple and Huawei if Open Market for Smartphone Is Emerging
An interview conducted by EE Times China with MediaTek Co-COO Jeffrey Ju has revealed the following points, which we see as possible multi-year...
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Will TSMC Win 7/10nm Again Against Samsung and Intel
After market confirmed TSMC is getting almost 100% of Apple iPhone 7 A10 application processor (AP) order based on its 16nm FinFET process in 2H16E...
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Our Ultimate Stock-Pickers Top 10 New-Money Purchases
Our early read on the buying and selling activity of our top managers during the second quarter uncovered a few nuggets. New-money purchases were...
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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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