Softbank Group: Accelerated Asset Sales (Alibaba, ARM) Read Across to Vision Fund 2
Softbank has sold a further block of Alibaba shares whilst a restructuring of ARM points the way to a reintroduction of that business to public...
601 Views
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,...
496 Views
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....
489 Views
China Internet Weekly (8Jun2020): AMD Said Not to Buy AMD on Pinduoduo.
AMD (AMD) claimed they had not authorized Pinduoduo (PDD) to sell any of their products. Kuaishou, the second largest short video app in China,...
537 Views
Nvidia. Likely A Net Beneficiary Of COVID-19 Tailwinds.
On May 21 last, Nvidia reported first quarter revenues of $3.08 billion, up 39% YoY, down 1% sequentially and slightly ahead their outlook,...
450 Views