Intel: Changing Names Doesn’t Accelerate a Roadmap
Intel held a technology roadmap update yesterday...the key changes were literally in name only. We'll believe Intel jumping 5 nodes in 4 years when...
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Kuaishou Lock-Up Expiry - Getting Close to IPO Price, with US$18bn+ Lock-Up. CCASS Movement as Well.
Kuaishou Technology (1024 HK) was listed on 5th Feb 2021 when it raised around US$6bn in its HK IPO. In this note, we'll talk about the upcoming...
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Xiaomi Beats Apple to Become No. 2 in the Global Smartphone Market in 2Q2021
Xiaomi overtook Apple to become no. 2 in the smartphone market in 2Q and based on its 2Q21 shipments and assuming 1Q21 ASP remains same, Xiaomi's...
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Weekly Innovation Review (WIRE) #40
Headline Developments Apple (AAPL) and Goldman Sachs (GS) are reportedly partnering to launch a buy now, pay later (BNPL) service through Apple
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Does LG Group Hold Leverage over Apple and Not the Other Way Around?
Apple needs LG more than vice versa? The current situation might force Apple to diversify away from Hon Hai faster than anticipated
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