ARM Holdings IPO Trading - Sold Hope, Now for Some Reality
Softbank Group (9984 JP) raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)' US IPO. In this note, we talk about the...
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Taiwan Tech Weekly: Apple Accelerating to India; ARM IPO; Huawei Mediatek Market Risk; Intel AI PCs
ARM IPO prices at high end of range, is backed by TSMC, Apple, Nvidia, Samsung, Intel. Apple is likely accelerating plans to shift its supply chain...
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Mediatek Downgrade: After Rally, Beware Emerging News of Huawei/SMIC Chip Capability
We believe Huawei's recent Mate 60 chip development could pose a threat to Mediatek's market share outlook. We downgrade our rating from Structural...
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SIA: Semiconductors Up for Fourth Consecutive Month
The semiconductor industry seems to be starting another cycle, with revenues increasing for the past four months. This Insight compares past...
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Manufacturing Nugget: The Inflation Refueling Act?
The combination of the IRA and CSA makes up the largest investment in rural US electrification since 1936, and the most notable effect has been in...
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