facts – however patchy – provide guidance in investment decisions,
performance & risk exposure will be a reality check
Strengthening their grip on the semi-conductor industry, South Korea and Taiwan are in the lead, China is catching up fast and Japan appears determined to maintain its market share.... all told the countries commit to almost 80% of global equipment capex
A small number of specialized semi-conductor equipment manufacturers have a lock on all the most advanced applications in high-tech hardware. The industry is foundational in US-China trade negotiations because China tech cannot do without
'Cybersecurity' cannot be confused any longer with 'protection' of a business against digital assaults, with a whole array of defensive measures... This never was a correct understanding of cybersecurity, or at best a very partial one
There is little doubt the massive Equifax [EFX/NYSE] data breach (publicized in September ’17) generated a wave of potential customer leads and renewed investor interest in the industry
Since July 2018, the markets have not been kind for most videogame companies. Both Chinese firms extending their sucessful business model across Asia and Western competitors have their work cut out
Investors' first take on the current fall-back of the major game publishers is dire : the good times are over and winter is coming, but the industry might prepare in stealth mode to adjust to technological revolutions in the offing
When we heard that a group of do-it-yourself biologists was working to solve the insulin affordability problem by figuring out how to manufacture insulin patent-free, we got to know them
Diabetes is detected when the body can no longer regulate its own blood sugar levels. Blood sugar is controlled by insulin, a hormone made in the pancreas
Confronted with unsatiable demand for milk, New Zealand's fragile ecosystem is front-running environmental risks exposing much larger economies worldwide, glad to supply in the short term, but at what cost ?
Ratcheting up milk supply, New Zealand is now coping with the environmental fallout. Too much of a good thing or, more probably, a warning shot the major global agriculture exporters would discount at their peril
The achievements of Fred Moll in medical robotics are close to legendary but the collaboration of Dr. Moll with Johnson & Johnson, may raise the bar, with real-time management of the data feeds informing the robotics applications - the next frontier...
Challenging dominant Intuitive Surgical, many robotics systems are coming to market but the vast ambitions of Auris Health stand out and Verb Surgical, a Google / Johnson & Johnson partnership, is waiting in the wings
The semi-conductor industry is at the nexus of the most critical issues overshadowing US-China relations, from the protection of intellectual property to fair competition to national security
Whoever controls the production of advanced Integrated Circuits commands the terms of trade between nations...With US and Asian semi-conductor majors protective of their Chinese market shares, it is for the US government to confront new reality
The strategies of Western car manufacturers for electric mobility prioritize growth markets and partnerships with Asian battery providers, none of which bodes well for a balanced and mutually beneficial EU-China relationship
Asian battery providers have achieved global dominance and western car industries have little choice but to tie their technological ambitions to the master player and largest market, China - in the short and medium term
A dropping share price and the departure of the CEO calls for a rethink of the conceptual framework of Newell. Could a flexible and loosely knit structure succeed where a centralized organization has failed ?
Restructuring at Newell – a transformation or more of the same ?
Black zero has been the cornerstone of responsible German budgets but, with looming economic uncertainty, there are many reasons to reconsider
