Intel Raises Guidance on Improving PC Demand; Finding Beneficiaries
What's new?Intel today raises its 3Q16 sales growth guidance to 13-17% q/q (US$15.6bn, +/-300mn) from 6-14% q/q (US$14.9bn,+/-500mn). Intel...
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IPhone 7 Plus Teardown, Takeaways
After our earlier report "Anything Really New at IPhone 7 and Watch 2 Launch Event?" to discuss some incremental changes on iPhone 7 and 7 Plus...
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Andrew on Tech: Fan-Out Disruption After Apple A10 Fusion Introduction
After the first fan-out packaging application processor (AP) A10 Fusion introduced at Apple iPhone 7 launch event and manufactured by Taiwan...
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John Lee's Vietnam Fund
Vietnam has been one of the hottest destinations among Korean investors in 2016. Among overseas net investment fund flows, Vietnam experienced the...
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Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade) - Part I
This is a collaborative report between Dylan Waller and Douglas Kim . This is Part I of our report: Vietnam Vs. Korea (A Tale of Two Countries: 20...
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