What if DRAM and NAND Spot Prices Are Falling?
Summary DRAM/NAND flash spot and contract prices are still trending up: We are revising up our 1Q17 DRAM spot/contract price by 27%/11% and NAND...
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Rise of the Machines: The AI Arms Raceā¦
Itās much harder for computers to learn simple inference than a human brain, but once neural network software is ātrainedā it can apply the...
766 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,...
1.7k Views
Value Traps: Dinosaur Stocks in the Digital Age
In our experience with Thai equities,Ā MCorp ReviewĀ identified seven common reasons why some companies either lose market leadership or fail to...
640 Views
Andrew on Tech: Will Waymo Dominate Autonomous Car Solution Again like Android in Smartphone?
What're revenues/profits for Waymo? We see making sense for Waymo/Alphabet to work together with various automotive customers providing Uber-like...
547 Views