ARM Holdings IPO Preview
While Softbank is trying to complete the IPO of Arm in the next several weeks, many investors are likely to have concerns about valuations.
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ARM Holdings Limited - The Negatives - Tepid Growth and China JV Issues
Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings ’ US IPO. In this note, we talk about the not...
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ARM Holdings Limited - The Positives - Pervasive Global Presence
Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings ’ US IPO. In this note, we talk about the...
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Intel Terminates Tower Semi Deal
Tower to collect a cool $353 million termination fee. Intel claims its foundry ambition remains unchanged, but not gaining access to Tower's...
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AMD. Doubling Down On AI Acceleration
AMD Q2’23 revenues $5.4 billion, $100 million above the guided midpoint, flat sequentially but down 18% YoY. There's a lot riding on MI300 launch...
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