Two Fan-Out Related Acqusitions in One Day; Any Other Target?
Two fan-out related acqusitions in one dayOn Feb 2, 2017, Veeco Instruments Inc (VECO US), a global leader of advanced thin film etch and...
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Apple Beats on Results but Misses on Guidance; Can IPhone 8 and Lawsuit Help?
Summary Guidance misses: Apple guides 1Q17 sales of US$51.5-53.5bn, -32% to -34% q/q and 2-6% y/y, 3% worse than Bloomberg consensus'. Also,...
223 Views
Samsung's Long-Term Survival Plan for Semiconductor Business - Focus on Foundry Rather Than SoC
I said in my previous insight that Samsung is still far from having a robust business foundation in the semiconductor area, which can...
153 Views
Fragmented Terror Threat
Bill Udell and Jonathan Wood talk about how companies are becoming susceptible to a more fragmented, less predictable global terrorism threat in...
192 Views
Battle Lines in Payments: An Evaluation of the War for Wallets
We think economic moats remain the strongest at the center of the payment ecosystem, where Visa Inc (V US) and Mastercard Inc (MA US) maintain...
217 Views