Semi-Equipment Top Pick: Long Term Secular Winner
In sweet spot of semiconductor equipment spending. More than 50% of wafer fabrication equipment ('WFE') spending is in deposition and etch, which...
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Challenges and Risks Ahead for Intel; Part 2 on Microsoft's Olympus Platform to Invite Competitors
Summary Microsoft invites Intel's competitors to cloud: At 2017 Open Compute Project Summit, Microsoft announced a collaboration with Qualcomm's...
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Would Toshiba Sell Its 100% of Memory Business to SK Hynix/Hon Hai? Unlikely
What's new?According to Korea Herald news and copied by Economic Daily and Commercial Times, SK Hynix Inc (000660 KS) and Hon Hai Precision...
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Challenges and Downside Risks Ahead for Intel Due to Lack of 10nm
Challenges ahead for Intel due to lack of 10nmIn addition to Advanced Micro Devices (AMD US) is rolling out its 14nm Ryzen gaming CPU 1800X at the...
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5 Ways The Internet Of Things Will Influence Commerce
The "internet of things" (IoT) concept is in its nascent stage of development, but it is on the verge of exploding. To put its development into...
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