Tech Rebounds as USD Reverses, Macau Recovery Continues...
The consensus expected a rampant USD this year, but this wasn’t consistent with the Trump trade agenda – the dollar has had its worst January in...
272 Views
Visa Reform Raises Near-Term Uncertainty for Offshore IT Services; Options Exist to Lessen Burden
In the wake of a sweeping immigration ban within the U.S. in late January, we are seeing repercussions and volatility for the IT services industry,...
1.7k Views
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...
289 Views
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...
295 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