AI's Biggest Winners Aren't NVDA and TSMC ā They're the Suppliers
āSuppliers in the AI buildout have outperformed NVDA and TSMC. We scanned our 190 AI/semiconductor coverage universe for key themes emerging from...
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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...
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Rise of the Machines: The AI Arms Raceā¦
Itās much harder for computers to learn simple inference than a human brain, but once neural network software is ātrainedā it can apply the...
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Visa Reform Raises Near-Term Uncertainty for Offshore IT Services; Options Exist to Lessen Burden
In the wake of a sweeping immigration ban within the U.S. in late January, we are seeing repercussions and volatility for the IT services industry,...
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Value Traps: Dinosaur Stocks in the Digital Age
In our experience with Thai equities,Ā MCorp ReviewĀ identified seven common reasons why some companies either lose market leadership or fail to...
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