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The Bull Case For Indian IT
- January 16, 2023
- Posted by: Authors@Abanwill
- Category: Insights, Insights
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The Nifty IT index has corrected about 25% over the last one year. Let us look at the numbers and see how well-founded this fear is.
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Chip Shortage Persists…
- November 16, 2021
- Posted by: Authors@Abanwill
- Category: Insights, Opinion
Shortage is measured in ‘lead time’. Lead time is the time taken by your supplier to deliver chips from the time when you ordered them.
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Coal – The Bad Boy That We Cannot Do Without
- October 13, 2021
- Posted by: Authors@Abanwill
- Category: Insights, Opinion
According to India’s Power Ministry, coal makes up about 53% of India’s power generation capacity. Its contribution to the actual usage is however 70%
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Semiconductors – Neither Packed Nor Shipped
- July 19, 2021
- Posted by: Authors@Abanwill
- Category: Insights
The premium being commanded by used cars was a major driver of inflation in the US last month. Why? There are not enough chips to make new cars.
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The World Of Semiconductors
- July 7, 2021
- Posted by: Authors@Abanwill
- Category: Insights
By choosing not to design, manufacture or market any semiconductor product under its own name, TSMC never directly competes with its clients, making it a preferable partner over Intel.
