Challenges and Risks Ahead for Intel Part 3; New Addressable Market for Samsung and TSMC
Summary Intel not happy with Microsoft: Intel implied Microsoft and Qualcomm are unlawful to infringe its instruction set architecture patents. At...
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Lenovo's 4Q Profits Impaired by Weak Mobile and Data Center Performances Amid Rising Component Costs
Although Lenovo’s revenue showed some progress in the fiscal fourth quarter (ending March 31), the firm’s pretax income slumped significantly and...
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Sell Lenovo (992 HK): Drowning In Debt. Don't Wait for the Rescue
Lenovo Group Ltd (992 HK) is drowning in debt.1. Beware of the US$8.3bn unfunded liabilities Lenovo is borrowing from everyone apart from the...
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China's Online Video Platforms Are Likely to Emulate YouTube's Growth.
Recently, Alphabet (GOOG US) reported that aggregate usage on YouTube had reached 1bn hours per day, a 10x increase from 2012. The company...
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China NPC17: Read Across to Telecoms and Internet
In addition to headline numbers like the GDP growth target (+6.5%) and CPI forecasts (unchanged at 3%), there were several announcements related to...
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