What's Intel Doing in Memory Chips?
Intel is losing over one billion dollars every year on its 3D XPoint memory chips, a loss that is only partly offset by meager NAND flash and SSD...
288 Views
COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
624 Views
Why Is Samsung Electronics Underperforming? ("No Trade Unions Until He Has Dirt Over His Eyes")
One of the mysteries in the Korean stock market this year has been the underperformance of Samsung Electronics (005930 KS), whose share price is...
376 Views
Sell Lenovo (992 HK) FY2020: Falling Revenue, Rising Debts
Lenovo presents itself as a dynamic IT company, well positioned to benefit from the growth in connectivity. It talks about taking share and record...
231 Views
Samsung 1P Discount Now at an All-Time Low: Why & What Next
Samsung 1P is re-writing its history. The 1P discount has been narrowing lately and very drastically. It is now at an all-time low, currently...
238 Views