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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June Semiconductor Revenues Reach New Record
Semiconductor revenues are breaking historic records. Can this trend continue? Trend analysis indicates that it should end. We will be watching...
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Showa Denko Placement - Relatively Large Deal, past Deal Didn’t Do Well
Showa Denko K.K. (4004 JP) aims to raise around US$745m via a global follow-on offering. Proceeds from the placement will be used to finance its...
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TMT Weekly: 3 Things that Stood Out the Week of August 20, 2021
This week we take a look at Palantir's gold purchases, Intel's proposed capex spending, and Amazon's entrance into the Department store...
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Weekly Innovation Review (WIRE) #45
Headline Developments Every week there’s a new deal (or regulation) in gaming. The Steam Deck, the Epic vs Apple case, China’s regulatory...
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