Entries filed under 'Technology'

    China's Latest Tech Push

    December 8, 2015 4:03 PM by Lord Abbett Editorial Staff

    China, the world’s largest consumer of semiconductors, is moving aggressively into manufacturing them, which threatens producers in Korea and Taiwan.

    Although China consumes half of the world’s semiconductors (see Chart 1), it doesn’t have a single domestic manufacturer among the 10 biggest chipmakers, according to Bloomberg News. Taiwan and South Korea account for the lion’s share of production. But with China’s government pushing to grow its own semiconductor industry for national security and lessen its dependence on foreign technology, recent deal making suggests a new world order may be in the offing.

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    Fishin' Chips: How M&A Is Transforming Technology

    December 1, 2015 5:18 PM by Lord Abbett Editorial Staff

    The $330 billion global semiconductor industry is undergoing historic consolidation, but innovation in some quarters has stalled, say analysts.

    In 15 years of covering the technology sector, Lord Abbett Research Analyst Eric Ghernati has never seen anything like the merger and acquisition (M&A) activity of the last several years. (See Chart 1.)

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    Complexity of Cybersecurity Threats Is Rising

    July 15, 2015 10:15 AM by Rick Vallieres, CFA

    Can "private cloud" solutions mitigate such vulnerabilities? 

    High profile cybersecurity breaches are making headlines and the volume of attacks on institutions is rising as much as 50% per year. Meanwhile companies are turning to new technologies and approaches to defend against increasingly sophisticated attacks (see Table 1). A cybersecurity arms race is under way.

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    Chasing Eyeballs

    March 17, 2015 10:45 AM by So Young Lee

    While media, Internet, and cable companies face a number of challenges, diversifying content platforms should drive some compelling investment opportunities in 2015.

    Just as traffic on the information superhighway has accelerated at a phenomenal pace, so have the challenges faced by media, Internet, and cable companies—but I believe diversifying content platforms should drive some compelling investment opportunities in those sectors in 2015.

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    Research in Action: Why Web 3.0 is the Product Cycle of the Decade

    March 13, 2015 1:05 PM by Eric Ghernati

    New applications combining the cloud and "Big Data" have transformed industries globally.

    Considering how much time people spend on the Internet using multiple devices—chatting, networking, shopping, banking, devouring, and sharing all kinds of content, and the like—it’s easy to see why technology sector figures prominently in various investment strategies.

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