Augmented Reality as New Driver for Semis?
We see VR (Virtual Reality) might be only a niche application to drive semiconductor demand but believe spectacles type Magic Leap’s Photonic...
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Commissioning a Digital and Cloud Strategy? Best to Consult With Moaty IT Services Leaders
Within the Technology sector, investors often unfairly gloss over the large, fragmented world of IT services, focusing instead on product...
276 Views
Aequitas: Tekscend Photomask IPO Lockup Expiry - US$1.1bn Lockup Release
Tekscend Photomask (429A JP), a manufacturer and distributor of semiconductor photomasks, raised around US$900m in its Japan IPO. In this note, we...
406 Views
Technology -Transforming Asset Allocation Decision Making
Technology can transform institutional asset allocation. - Consolidation of strategic and tactical opportunity sets, embed your own regime view and...
725 Views
Internet of Things Will Change the World (Part 5) - Korea; What's In the Cloud?
Internet of Things will Change the World. This is part 5 of our series. The focus of this report is the cloud service industry in Korea....
380 Views