Insights from Mizuho Americas
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Category: Research
Mizuho's U.S. Gaming Survey 2.0
In December 2016, we conducted our second gaming survey of more than 630 console gamers, and we remain generally bullish for the overall video game industry as we head into 2017
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Category: Research
Thankful Thanksgiving + Black Friday eCommerce Sales
We believe that AMZN, EBAY, GOOGL should benefit from the strong start in eCommerce sales from Thanksgiving
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Category: Research
QCOM and NXPI: A Strategic Powerhouse for the Next Decade
QCOM announced the agreement to acquire NXPI for $110 per share, a modest ~13x F18E consensus of $8.32
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Category: Trends
Thought Leaders: Mizuho Hosts Exclusive Silicon Valley Seminar
Despite – or perhaps because of – ongoing advances, the opportunity for disruption across key technology sectors remains ripe
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Category: Research
Semiconductors: Is 4G growth in China Slowing? Or....
4G smartphone shipments in China for August were up 9% y/y, but a look at the trend shows 4G shipment growth slowing y/y
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Category: Trends
Get Ready for the Bot Invasion
The technology world is abuzz about “bots.” Or, at least, they have increasingly become an area of focus and funding, according to Mizuho analysts Neil Doshi and San Phan after attending the MobileBeat “Bot” Conference in San Francisco this July
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Category: Research
Data Center IT Survey & Key 2016 Storage Trends
For this, the first edition of Mi-Tech's IT data center survey, we take a look at what we plan to be a bi-annual survey of the IT industry supply chain to gauge storage and technology capex trends driving the future data center roadmap
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Category: Trends
Self-Driving Cars: It's a New World
The unveiling of the LeSEE concept car is not only the latest in a string of fast-moving technology advances, but a signal that the battle for a share of the multi-billion dollar autonomous marketplace has gone truly global.
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Category: Trends
No Let-Up for Gamers
If you thought that Call of Duty and Candy Crush had passed their peak, think again