ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On
Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...
1.2k Views
KRX Foreign Holding Weekly (Mar 1st): Sk Hynix, Samsung Electronics, Hanwha Aerospace, Kakao
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Sk Hynix, Samsung Electronics, Hanwha Aerospace,...
352 Views
Memory Monitor: Competition Is Hotting Up for Key Memory Chips Nvidia Depends On
Memory competition is intensifying with Micron and Samsung's latest HBM3e production announcements. Nvidia's GPUs lean heavily on performance...
367 Views
Semiconductor Memory 2023 In Review, 2024 Outlook
2023 memory revenues -36% YoY from $140.3 billion to $89.2 billion. This followed a 14% decline YoY in 2022. Forecasting >40% YoY growth in 2024,...
313 Views
Alibaba Group Holdings: EM Fund Positioning Update
Fund managers remain committed to Alibaba despite the ongoing poor price performance. Value investors move in as Growth investors move out.
302 Views