Will a Gaming CPU Price War Between Intel and AMD Begin?
Summary A new AMD CPU at less than 50% of Intel one: AMD announced Ryzen 7 x86 CPUs for PC gamers, creators, and enthusiasts to be performance...
485 Views
AI & Machine Learning Disrupting The Healthcare Industry
In the omnipresence of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcare at the forefront of a...
597 Views
Andrew on Tech: Will Emerging Memory Technologies Replace DRAM/NAND?
Problems with existing DRAM/NAND flash: Due to some problems on performance, production scaling, and lower power requirement, lots emerging memory...
1k Views
ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
287 Views
A Tough Year for SMIC to Grow in EPS; Buy the Growth Story or Sell on Earnings?
Summary Unexciting guidance for 1Q17 and 2017: Post our analysis, we estimate consensus to cut 2017 EPS growth for SMIC to 10% y/y or less. SMIC...
232 Views