Asia and Global Semiconductor and Tech Research

Andrew Lu

Equity Bottom-Up

Advanced Micro Devices / Equity Bottom-Up

<h2>Summary of finding the beneficiaries</h2>After our recent discussions with two cloud data center experts, we conclude a rising requirement on faster and more NVME (Non-Volatile Memory Express) SSD flash storages, networking I/O cards, and AI used GPU/FPGA/TPU cards (please see Table 3 in our earlier report "<a href="https://www.smartkarma.com/insights/fiat-chrysler-is-leaving-waymo-to-join-bmw-intel-autonomous-platform-negative-positive-to" target="_blank" data-smartkarma-citation="insights:12899">Fiat Chrysler Is Leaving Waymo to Join BMW-Intel Autonomous Platform; Negative/Positive To?</a> " dated 17 August 2017) are driving a big demand on PCI Express lanes or PCI Express switch if using …

Summary of finding the beneficiariesAfter our recent discussions with two cloud data center experts, we conclude a rising requirement on faster and more NVME (Non-Volatile Memory Express) SSD flash storages, networking I/O cards, and AI used GPU/FPGA/TPU cards (please see Table 3 in our earlier report "Fiat Chrysler Is Leaving Waymo to Join BMW-Intel Autonomous Platform; Negative/Positive To? " dated 17 August 2017) are driving a big demand on PCI Express lanes or PCI Express switch if using …

Andrew on Tech: Finding the Four Beneficiaries from Rising PCI Express Lanes for Data Center

Thematic (Sector/Industry)

In July 2017, Gartner updated its annual report "Hype Cycle for Emerging Technologies, 2017" and revealed three distinct technology trends- AI Everywhere, Transparently Immersive Experiences, and Digital Platforms. In the chart, we expect "Plateau will be reached in 5-10 years" ones more relevant to our investment society. Among these 5-10 years technologies, we are focusing on the cognitive computing, nanotube electronics, connected home, smart workspace, digital twin, and deep reinforcement learning, and enterprise taxonomy/ontology management. Also, we would recommend investors to follow the industry leaders of these emerging technologies closely.

In July 2017, Gartner updated its annual report "Hype Cycle for Emerging Technologies, 2017" and revealed three distinct technology trends- AI Everywhere, Transparently Immersive Experiences, and Digital Platforms. In the chart, we expect "Plateau will be reached in 5-10 years" ones more relevant to our investment society. Among these 5-10 years technologies, we are focusing on the cognitive computing, nanotube electronics, connected home, smart workspace, digital twin, and deep reinforcement learning, and enterprise taxonomy/ontology management. Also, we would recommend investors to follow the industry leaders of these emerging technologies closely.

Andrew on Tech: Our View on Gartner's Hype Cycle for Emerging Technologies, 2017

Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

It was supposed to be temporary, but <a href="https://www.smartkarma.com/entities/665" target="_blank" data-smartkarma-citation="entities:665:1">Facebook (FB US)</a> / Oculus Rift's 33% price cut (to US$399) last month is looking increasingly like its permanent and as a consequence <a href="https://www.smartkarma.com/entities/11581" target="_blank" data-smartkarma-citation="entities:11581:1">HTC (2498 TT) </a> has cut its Vive VR headset price to US$599. Both PC-based VR headset makers have struggled to make headway on headset sales this year, whilst their cheaper rival, <a href="https://www.smartkarma.com/entities/563" target="_blank" data-smartkarma-citation="entities:563:1">Sony's (6758 JP)</a> PSVR, has been steadily notching up sales. (Market intelligence firm Superdata puts cumulative PSVR headset sales at 1.2mil units…

It was supposed to be temporary, but Facebook (FB US) / Oculus Rift's 33% price cut (to US$399) last month is looking increasingly like its permanent and as a consequence HTC (2498 TT)  has cut its Vive VR headset price to US$599. Both PC-based VR headset makers have struggled to make headway on headset sales this year, whilst their cheaper rival, Sony's (6758 JP) PSVR, has been steadily notching up sales. (Market intelligence firm Superdata puts cumulative PSVR headset sales at 1.2mil units…

HTC (2498) - Follows Oculus in VR Headset Price Cut

Thematic Investing in Tech and Media, CM Research

Cyrus Mewawalla

Thematic Investing in Tech and Media

Thematic TMT investing

CM Research

CM Research is an independent research house based in London, England. We provide global thematic research in the Technology, Media and Telecoms (TMT) sectors. 

Our focus is on disruptive technologies: how will they unfold; which industries will be impacted; and who will be the ultimate winners and losers. 

Our aim is to help investors predict share prices and corporate executives stay one step ahead of the technology trends that are shaping their industry. 

We research technology investment themes in detail and then feed the results into a scorecard system to quantify the impact of several conflicting themes on individual stocks. 

Recent themes covered include internet TV, the Internet of Things, Big Data, Mobile payments, crowdfunding, artificial intelligence, the cloud, software defined networking and Generation Hashtag.

We cover the top 500 global TMT stocks by market capitalisation and several technology start-ups and pre-IPO companies too. 

In 2015, CM Research analysts outperformed the Bloomberg Benchmark Analyst Index - which measures how good analysts are at predicting stock prices - by 7.1%.

Voice is set to become the next big computing platform Many of us will be talking increasingly to machines. Products such as smartphones, in-car infotainment systems, biometric ID systems, home speakers, games consoles, televisions, doors, fridges and industrial machines are already, or will soon become, “conversational”.Speech recognition technology is currently about 90% accurate. In order for voice-activated products to go mainstream, speech recognition needs to reach 99% accuracy. This may take until 2030.But, in the meantime, investors need now to factor voice-driven AI into their thinking and into the way they assess the future prospects of many of their mid-term investments.

Voice is set to become the next big computing platform Many of us will be talking increasingly to machines. Products such as smartphones, in-car infotainment systems, biometric ID systems, home speakers, games consoles, televisions, doors, fridges and industrial machines are already, or will soon become, “conversational”.Speech recognition technology is currently about 90% accurate. In order for voice-activated products to go mainstream, speech recognition needs to reach 99% accuracy. This may take until 2030.But, in the meantime, investors need now to factor voice-driven AI into their thinking and into the way they assess the future prospects of many of their mid-term investments.

As night follows day, hit products invite patent suits. In one corner, there are the chancers who hope the link to their product, whilst tenuous, is sufficient to warrant paying off rather than going through the hassle of a law suit. In another, there are those that genuinely believe that, in the right light, a link can be seen between their (presumably unsuccessful) effort and the one in demand. However, there are also those that did indeed invent a similar product, perhaps unbeknownst to the…

As night follows day, hit products invite patent suits. In one corner, there are the chancers who hope the link to their product, whilst tenuous, is sufficient to warrant paying off rather than going through the hassle of a law suit. In another, there are those that genuinely believe that, in the right light, a link can be seen between their (presumably unsuccessful) effort and the one in demand. However, there are also those that did indeed invent a similar product, perhaps unbeknownst to the…

Nintendo (7974) - Is the Gamevice Patent Suit a Problem?

United States

Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.

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Microsoft Corp (MSFT US)

Andrew on Tech: Finding the Four Beneficiaries from Rising PCI Express Lanes for Data Center

Summary of finding the beneficiariesAfter our recent discussions with two cloud data center experts, we conclude a rising requirement on faster and...

Andrew Lu

Andrew on Tech: Our View on Gartner's Hype Cycle for Emerging Technologies, 2017

In July 2017, Gartner updated its annual report "Hype Cycle for Emerging Technologies, 2017" and revealed three distinct technology trends- AI...

Andrew Lu

HTC (2498) - Follows Oculus in VR Headset Price Cut

It was supposed to be temporary, but Facebook (FB US) / Oculus Rift's 33% price cut (to US$399) last month is looking increasingly like its...

Pelham Smithers Associates

Voice - The Next Big Computing Platform

Voice is set to become the next big computing platformMany of us will be talking increasingly to machines. Products such as smartphones, in-car...

CM Research

Nintendo (7974) - Is the Gamevice Patent Suit a Problem?

As night follows day, hit products invite patent suits. In one corner, there are the chancers who hope the link to their product, whilst tenuous,...

Pelham Smithers Associates

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