Samsung's Long-Term Survival Plan for Semiconductor Business - Focus on Foundry Rather Than SoC
I said in my previous insight that Samsung is still far from having a robust business foundation in the semiconductor area, which can...
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Fragmented Terror Threat
 Bill Udell and Jonathan Wood talk about how companies are becoming susceptible to a more fragmented, less predictable global terrorism threat in...
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MediaTek Is Struggling to Defend Margin at a Weaker Smartphone IC Market
SummaryEarnings cut to come: Worse than Qualcomm's MSM shipment guidance of 15-24% q/q decline, MediaTek guides 1Q17 smartphone SoC shipment...
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Qualcomm - Licensing Is the Main Driver in 1Q17 but More Lawsuits Are Coming if No Rate Cut
The points should be highlighted after the results Licensing (QTL) business seems to be the primary driver in 1Q17 but more lawsuits are coming if...
323 Views
Battle Lines in Payments: An Evaluation of the War for Wallets
We think economic moats remain the strongest at the center of the payment ecosystem, where Visa Inc (V US)Â and Mastercard Inc (MA US) maintain...
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