Mapletree Industrial Trust Deal Underscores Data Centres' Impact on Global Industrial Real Estate
While the amount of real estate needed by data centres is small in comparison with the volumes required for e-commerce, we are seeing that data...
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Bearish Tech Stance Still Performing, as 5G Rollout Looms
 âThe âPeak Smartphoneâ theme justified an underweight stance back in Q4 across the most heavily exposed Asian supply chain stocks, with DDR4 DRAM...
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Automotive Semiconductors - All You Never Wanted To Know But Probably Should - Part 2
In a previous Insight, Automotive Semiconductors- All You Never Wanted To Know But Probably Should- Part 1, we provided looked in-depth the...
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Arista Networks Q1 2026. Punished for Perfection as Lead Times Lengthen
Despite the beats and raise, the stock fell 13.6% during the session, recovering slightly in after hours trading. The culprit in all likelihood:...
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Voice - The Next Big Computing Platform
Voice is set to become the next big computing platformMany of us will be talking increasingly to machines. Products such as smartphones, in-car...
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