Asia and Global Semiconductor and Tech Research

Andrew Lu

Former Head of Asia ex-Japan Semiconductor and TFT-LCD/Touch Research at Barclays and Citi Bank, Former Head of Technology at 國金證券

Andrew on Tech: Finding the Four Beneficiaries from Rising PCI Express Lanes for Data Center

Memory: No Longer a Sharp Price Hike in 2H17 and Investors Might Return in 1H18

Bitcoin Trading Frozen in China - Negative to Cryptocurrency Mining Related Vendors

Andrew on Tech: Embracing New Life and Opportunities with AI And Machine Deep Learning

Augmented Reality as New Driver for Semis?

Andrew on Tech: Will Emerging Memory Technologies Replace DRAM/NAND?

Andrew on Tech: Will Waymo Dominate Autonomous Car Solution Again like Android in Smartphone?

Thematic (Sector/Industry)

United states It / Thematic (Sector/Industry)

<p><em>In July 2017, Gartner updated its annual report "Hype Cycle for Emerging Technologies, 2017" and revealed three distinct technology trends- AI Everywhere, Transparently Immersive Experiences, and Digital Platforms. In the chart, we expect "Plateau will be reached in 5-10 years" ones more relevant to our investment society. Among these 5-10 years technologies, we are focusing on the cognitive computing, nanotube electronics, connected home, smart workspace, digital twin, and deep reinforcement learning, and enterprise taxonomy/ontology management. Also, we would recommend investors to follow the industry leaders of these emerging technologies closely.</em></p>

In July 2017, Gartner updated its annual report "Hype Cycle for Emerging Technologies, 2017" and revealed three distinct technology trends- AI Everywhere, Transparently Immersive Experiences, and Digital Platforms. In the chart, we expect "Plateau will be reached in 5-10 years" ones more relevant to our investment society. Among these 5-10 years technologies, we are focusing on the cognitive computing, nanotube electronics, connected home, smart workspace, digital twin, and deep reinforcement learning, and enterprise taxonomy/ontology management. Also, we would recommend investors to follow the industry leaders of these emerging technologies closely.

アンドリュー・オン・テック：ガートナーの新興テクノロジーのハイプサイクル（2017年）に関する私たちの見解