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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LG Display's Struggle with P-OLED for Apple -Â Short-Term & Long-Term Impacts
According to Korea's local economic newspaper "Maeil Economic Daily", a senior executive of LG Display confirmed on Wednesday that the company...
377 Views
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...
325 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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