Lenovo HY2018 Results: The Water Is Still Rising
Lenovo's 2H numbers confirm the placement to the parent is a bailout and it remains our poster child for creative accounting in Asia.Although...
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Razer IPO: Premium Valuation for A Niche Market?
Razer, a global gaming and lifestyle brand, launched its book building this week to raise up to USD627m. Toh Zhen Zhou covered the fundamentals of...
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What Samsung Says About Demand; Implications to Memory, Display, and Smartphone Competitors?
The outlook for memory and foundrySamsung Electronics Co Ltd (005930 KS) expects tight memory supply/demand conditions to continue in 4Q17 due to...
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From Lattice to Imagination; Canyon Bridge Is Desperate
From Lattice to Imagination9 days after US President Donald Trump blocked a Chinese-backed Canyon Bridge Capital Partners from buying Lattice...
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Andrew on Tech: Finding the Four Beneficiaries from Rising PCI Express Lanes for Data Center
Summary of finding the beneficiariesAfter our recent discussions with two cloud data center experts, we conclude a rising requirement on faster and...
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