Tech Supply Chain Tracker (08-Aug-2024): Honor IPO faces hurdles amid Huawei rise.
Tech news roundup: Honor IPO struggles, Huawei rebounds; Hanoi aims for semiconductor hub status; Hyundai boosts South Korea's Olympic archery...
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Earnings: ON, AMKR, RMBS, UCTT, AMD, ASMI, KLAC, MPWR, ALGM, STM, INTC
Another week of earnings. I will start with a summary and then go into specific bits from each company. I continue to like automotive,...
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Tech Supply Chain Tracker (28-May-2024): Liquid cooling market to double by 2025, industry shakeout predicted.
Liquid cooling market poised for 2x growth by 2025, Apple aims to ship 9 million OLED iPad Pros, South Korea seeks to boost IC design sector,...
200 Views
ECM Weekly (27th May 2024) - Renesas, AUB, Modec, Tata Tech, MUFG, Shift Up, Novelis, Shulan
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Renesas (6723) - Denso Selldown Starts; Fourth Large Renesas Block in 6mos (Two More To Come)
After INCJ, NEC, Hitachi, and Mitsubishi Elec sold 300mm shares in 3 offerings at larger discounts in the last 6mos, this looks like a narrow...
578 Views