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...
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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...
193 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...
225 Views
What You Need to Know About the Technologies of the Future and Retail Application—Virtual Reality
As with any new technology, there exists a number of questions. Retailers around the world are asking whether or not virtual reality has the...
245 Views
TSMC 171 Pivot Buy Zone
TSMC is undergoing a drawn out flat corrective cycle that faces a key inflection buy support with a tight risk level. Taiwan as a market displays...
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