Global Foundries: Some Thoughts on the IPO
We offer some thoughts on Global Foundries coming IPO. We admire the strategic pivot the company took two years ago. Valuation seems high though,...
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GLOBALFOUNDRIES IPO - Good Timing
Is this a good time for GLOBALFOUNDRIES to go public? Given the company's focus on older processes, and the market's current shortages, it seems...
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August Semiconductor Revenues Break Records Once Again
Once again the semiconductor market has set a new revenue record. Just-reported August revenues make it the highest month in history. There's no...
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Can Samsung Stay At Top of Chip Market?
Samsung has outstripped Intel as the leading chip maker, but this lead will soon disappear. Why is that? And what must Samsung do to enjoy a...
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Semiconductors Continue Surprise Strength
Semiconductor revenues in July were 29% higher than the prior year and the market set a new record. Will this continue? Yes, for a while, but...
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