Analog Chip Demand Still Cruising Along in Autos, but Valuations Are in Overdrive
In our August 2015 Technology Observer, "Driving Through the Fog Around Analog," we highlighted several key themes that investors should consider...
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Innovative Transformation of Singapore's Technology Sector
The biggest SGX-listed stocks that respectively represent the hardware, software and semiconductors industries are Venture Corporation, Silverlake...
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How Will Trump Shape up the Global Technology Industry in Next Four Years?
Summary Raising the import tariffs on technology products: The new Trump government might raise the import tariffs on technology products to stop...
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Global Wafer Corp (6488 TT): Imminent Industry Consolidation a Positive; Company Visit Note Summary
Global Wafer (6488 TT): Purchase of Sun Edison Semi (Semi US) will move GWC to #3 global supplier and 17% market share, after Shin-Etsu and Sumco...
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Korea National Pension Fund - Commitment to Buy 1 Trillion Won Worth of Small Cap Stocks in Korea
On October 26th, The Korea National Pension Fund (KNPF) announced that it will purchase 1 trillion won worth of small-mid cap stocks on the Korean...
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