How the Growth of Watching Games and Microtransactions Reinforces Moats
Since their birth over 50 years ago, video games have continued to evolve from the arcade to home consoles to more recently the small screen. The...
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Sector Capsule: Video Games in Taiwan
Headlines Current value sales grow by 8% in 2016 to reach TWD31.5 billion More consumers, omni-channel marketing, mobile devices and retailing fuel...
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Structural and Cyclical Drivers Underpin Semiconductor Outperformance
The secular overweight since 2012 to semiconductor growth themes including sensor, parallel processing and communication chip stocks has...
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5 Ways The Internet Of Things Will Influence Commerce
The "internet of things" (IoT) concept is in its nascent stage of development, but it is on the verge of exploding. To put its development into...
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Andrew on Tech: Will Emerging Memory Technologies Replace DRAM/NAND?
Problems with existing DRAM/NAND flash: Due to some problems on performance, production scaling, and lower power requirement, lots emerging memory...
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