How Will Trump Shape up the Global Technology Industry in Next Four Years?
Summary Raising the import tariffs on technology products: The new Trump government might raise the import tariffs on technology products to stop...
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Winds Across the Pacific: What the US Election Will Bring to Asia
The bitter divisiveness of the campaign, between Democrat Hillary Clinton and her Republican rival Donald Trump, reflects the deep disaffection of...
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Bitcoin – A Crowd-Pleaser Once Again
Money has been in existence for many millennia but until very recently it has been limited to one of two forms: commodity-based or fiat. Both...
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Xizhi Technology (Lightelligence) IPO: The Investment Case
Xizhi Technology (Lightelligence), a Chinese optical interconnect company, is pre-marketing an HKEx IPO to raise US$300-400 million. In this note,...
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Reasons Why DRAM Price Might Be Better than NAND in 2017
Executive summary DRAM spot price much stronger than NAND's in 4Q16: After over 10% hike in DRAM/NAND spot/contract price in 3Q16, we see another...
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