Andrew on Tech: Automotive Semis the Next Wave
Post Bayerische Motoren Werke AG (BMW GR), Intel Corp (INTC US)Â , and Mobileye announced new self-driving car to launch by 2021 together with...
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Thoughts on Samsung's Magneti Marelli Deal
Samsung Electronics created its automotive electronic component division in December last year. Since then, Samsung has been actively searching for...
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Another Look at China NAND Expansion
We believe set up of YRST is to combine all funding resources up to US$24bn from National Integrated Circuit Industry Investment Fund, Tsinghua...
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NAND Memory Oversupply Concern: Implication of Tsinghua-XMC Merger on Samsung
A very interesting news came out of China’s memory chip industry. Tsinghua Unigroup merged its memory chip operations with that of Chinese...
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Can Murata Crack the FEM Market?
Rewind twelve months, and Murata's decade-old acquisitions strategy was paying off. Acquisitions such as C&D's power division (2007)...
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