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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Taiwan Tech Weekly: U.S. Announces New Bans on Investment into Chinese High Tech Industries
Also, Elan Microelectronics and ChipMOS reported strong results. The two companies represent two Longs to consider, we still see upside.
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SoftBank Plans to Complete IPO of Arm in September on NASDAQ
On 8 August, Nikkei Asia reported that Arm plans to complete its IPO on NASDAQ in September in a deal expected to be worth more US$60 billion or more.
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Semiconductor Events Deserving Your Attention @ 7/8/23
Global semi sales for June '23 ~$41.5 billion, +1.7% MoM, -17% YoY. Nanya July 2023 revenue NT$ 2,437 million, -1% MoM, -44.5% YoY. ASPEED YTD...
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The Weekly Market Monitor (31) – Bye, Bye, Triple-A
The US has lost the Triple A-rating, which, unlike many suggest, will have major implications. If not in the short run, then definitely in the long...
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