Toshiba Might Not Sell the Memory Business to Its Competitors
Summary Revising our earlier view: We earlier believed Toshiba's new memory company would be a perfect opportunity for China to invest as China is...
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The American Factor: Cars & Repatriation
Opening the Issues. Unlike the Obama days, it’s virtually impossible for investors in Thailand to ignore Donald Trump. Despite talks about Brexit,...
319 Views
Artificial Intelligence & Internet of Things: Making Sense of It All
As I turn into bed, I can picture my mother telling me to brush before I sleep. However, in my wildest imagination, I cannot picture my toothbrush...
391 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,...
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Toshiba Announced to Split the Cash Cow Memory Business; What's the Next?
Summary What's new? Toshiba announced on Jan 27, 2017 to split the cash cow memory business by March 31, 2017. Why? We expect Toshiba is looking...
380 Views