What has long been a subject of science fiction—a totally immersive virtual world inhabited by all of humanity—is increasingly a part of Big Tech companies’ plans for future growth. And the winner is…
Fundamental Thinking
The perspectives of Harding Loevner’s sector and industry analysts on a range of investment topics.
Third Law: How a Pair of Chip Companies Came to Hold the Keys to Everything
Much of modern digital society now rests on advanced silicon chips made by just two manufacturers—and there is no road back.
The First Time in Memory: Have Durable Profits Finally Arrived in IT’s Most Volatile Segment?
After decades of 70% growth spurts, vicious price wars, and a major price-fixing scandal, memory chips show signs of behaving, dare we say, almost like a stable business.
Hearing Aids for All—Sound Good?
How new regulations and direct-to-consumer distribution models play out for the hearing industry is—much like these tiny marvels of technology themselves—likely to be complicated.
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