Technology - Apple Launch Event: IPhone 17 Air/AirPods Pro 3 as Major Highlights...
Apple officially announced four iPhone 17 models (17/Pro/Pro Max, Air), three Watch updates (SE3/11/Ultra 3) and the AirPods Pro 3.
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Technology - US New Sectoral Tariffs Better than Feared...
The US President Trump announced plans (link) on a 100% tariff on semi imports, but companies that pledged large investments in the US...
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Technology - Smartphone: Samsung/MTK/QCOM Results Takeaways
2Q25 results were largely in-line with market expectations, but 3Q25E guidance is mixed with strength in premium smartphones and sluggish...
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Technology - Ray-Ban Meta Upbeat in 1H25, Xiaomi 500k Target and Quark Glasses Launch
We reiterate our positive view on the booming AI glasses cycle, and we believe ongoing strength of Ray-Ban Meta glasses (+200% in 1H25), Xiaomi AI...
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Technology - Implications of US-Vietnam Tariff Deal; Apple Supply Chain to Benefit Most
US President Trump announced on 2 July that the US reached a trade deal with Vietnam, one week ahead of the 9 July deadline.
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