5G Is Coming – Don’t Panic. Sensible Plans from SoftBank (9984 JP), Docomo (9437 JP), KDDI (9433 JP)
5G sounds great, right? – faster speeds, more capacity, improved efficiency – but what does that really mean? The reality is that 5G isn’t needed...
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FIFO Long Transition and Lead Signals for a Low in Asia
FIFO long sequence starts with Hong Kong and Korea which are resting on macro support zones where we are taking a bet.Relative lead signals in...
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Will NAND Flash and DRAM Be Displaced by Something New?
For a few decades researchers have promised that some new memory technology will displace the entrenched technologies that are used in nearly every...
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China's Nationwide Social Credit Score System in 2020 - How Will This Impact the Rest of Asia?
This is a follow-up to Stewart Paterson's intriguing note Has The New Cold War Started? Foreign Investors in China Take Note and Get Out. Stewart...
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Dreamtech IPO Preview (Part 1)
Dreamtech Co Ltd (192650 KS) is an IPO in Korea which is expected to be completed in November 2018. Established in 1988, Dreamtech makes modules...
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