Alchip Technologies GDRs Early Look - Another Well Flagged GDR Issuance in the Pipeline
Alchip Technologies just launched its GDR offering with aims to raise up to US$415m. In total, 3.7m GDRs (1 GDR to 1 common share conversion) are...
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Mobileye Guides Down; Automotive Inventory, Memory Strength, and Marvell
Mobileye surprised markets with an extensive guide down to their results. Shares reacted poorly, but at first blush, it makes sense given the...
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2024 High Conviction: Low Semiconductor Growth
2024 semiconductor revenue growth will be muted despite forecasts predicting strong growth. This post explains why the year will not see another...
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Taiwan Tech Weekly: Micron Results Ahead; Taiwan AI Plays Slump But Still Beat Nvidia Last 3 Months
Taiwan's market fell, with previous AI-rally beneficiaries continuing to be some of the top losers. Interestingly, Taiwan AI-names outperformed...
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ARM Holdings IPO Trading - Sold Hope, Now for Some Reality
Softbank Group (9984 JP) raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)' US IPO. In this note, we talk about the...
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