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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US Stock Market Seasonality: Shemitah Redux, The Afterparty
Almost exactly a year ago I wrote a piece on stock market seasonality titled Stock Market Seasonality - Januaries, SuperBowls, Third Years,...
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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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Anything Really New at IPhone 7 and Watch 2 Launch Event?
SummaryApple just introduced its new iPhone 7 and 7 Plus by adding some new features. However, we do not see these new features are big enough to...
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