King Yuan Electronics Co(2449 TT) - Time To Buy On Robust Demand For 5G, AI, and CMOS Image Sensor
In my previous report, "It's The Year Of The "MOUSE", our top investment themes for the Year of the Mouse are: Medical technology, Opportunity,...
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May Chip Shipments Up, but Outlook Is Confused
The SIA released the monthly WSTS semiconductor shipments statistics for May, and with it a statement that the chip market seemed resistant to...
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Moore's Law Has Ended... Again!
Moore's Law, originally published in 1965, has been expected to end several times over its 55-year history, but never seems to fulfill those...
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Wave Computing. The Extraordinary Rise & Fall Of A Pioneering Silicon Valley AI Hardware Startup.
Based in Campbell, California, Wave Computing has been named Frost & Sullivan’s 2018 “Machine Learning Industry Technology Innovation Leader,”...
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AI Hardware. Executive Departures & Product Cancellations Signal Troubled Times For Intel's Roadmap.
At their AI Summit held in November 2019, Intel touted the advantages of their forthcoming Nervana processors for both AI training and inference....
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