AAC Tech (2018): H1 Review, Augmented Reality as New Growth Driver
This is the first time since the Q2 2014 that AAC Tech experienced negative revenue growth while gross margin is also being shaved. MEMS components...
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Tech Hardware Themes
The mega-themes that will drive earnings in the global tech hardware space over the next 12 to 24 months are: artificial intelligence, the Cloud,...
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Qualcomm Files a Lawsuit to Ban China IPhones but We Expect Apple Gains/ Qualcomm Loses
What's new on the fight between two giants?According to Bloomberg and multiple news sources and confirmed by the company, Qualcomm Inc (QCOM US)...
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Taiwan FTC Fines Qualcomm for US$774mn; Endless Lawsuit
What's new?Following South Korean Fair Trade Commission fined US$853mn on Qualcomm Inc (QCOM US) for violating antitrust laws (please see "KFTC...
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Dixon Technologies (IPO): An Expensive Play on the India EMS/ODM Manufacturing; Low Entry Barriers
Dixon Technologies India Limited (DTIL) is raising approximately US$93.6m by selling 3.4m shares via a public offer on NSE & BSE at a price of...
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