A Brief Analysis of Semiconductor Wafer Fab Equipment's Current Growth Cycle
The latest Wafer Fab Equipment (WFE) from SEMI, details here, reported that worldwide sales of new semiconductor manufacturing equipment are...
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Last Week in Event SPACE – Sinoma, Toshiba, Mandarin Oriental, Lattice
This week, China National Building Material Co Ltd (3323 HK) and China National Materials Company Limited (1893 HK) finally reach a concrete...
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The Week That Was in NorthAsia@Smartkarma: Theatre of the Absurd, AxE, and Mount Paektu
North Korea continues to threaten the world with its nuclear weapons and ICBM missile tests. Yesterday, North Korea launched another long-range...
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Corporate Governance and Asian Challenges
In a period where the financial press is inundated by coverage of rising global uncertainty, whether due to a recalcitrant northern regime playing...
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Himax - What if 50% of Android Smartphones Need Face ID by 2021?
What triggers our idea?Among all of the new features we have highlighted in Apple Inc (AAPL US) new iPhone X (please see "Apple New IPhones and...
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