Intel Raises Guidance on Improving PC Demand; Finding Beneficiaries
What's new?Intel today raises its 3Q16 sales growth guidance to 13-17% q/q (US$15.6bn, +/-300mn) from 6-14% q/q (US$14.9bn,+/-500mn). Intel...
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IPhone 7 Plus Teardown, Takeaways
After our earlier report "Anything Really New at IPhone 7 and Watch 2 Launch Event?" to discuss some incremental changes on iPhone 7 and 7 Plus...
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Impact of US CPSC Announcement on Samsung Note 7
What impacts would the official recall announcement of CPSC (U.S. Consumer Product Safety Commission) have on SEC's share price? First, the CPSC's...
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No Sharp but CSOT for Samsung's LCD - Implications
Japanese media Nikkei reported early today that Samsung Electronics sold all its shares (35.8 million shares, or a 0.7%) in Sharp. The value of the...
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Are Stormclouds Gathering in the Distance for the Japanese Printer / Copier Players?
The global printer / copier market is huge (US$55bil) but it is a messy one. There’s the obvious splits between laserjet and inkjet, between black...
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