HBM's Impact on DRAM Revenues
HBM DRAM prices remained stable while mainstream DRAM prices collapsed, attracting attention from all DRAM makers. SK hynix holds a first-mover...
278 Views
Zeekr Pre-IPO - Thoughts on Valuation
ZEEKR (ZK US), a premium EV brand by Geely Auto (175 HK), aims to raise around US$500m in its US listing. In this note, we talk about valautions.
523 Views
Zeekr Pre-IPO - Peer Comparison - Catching up with Little Spending
ZEEKR (ZK US), a premium EV brand by Geely Auto (175 HK), aims to raise around US$500m in its US listing. In this note, we comapre Zeekr with its...
462 Views
Unpacking First Mover OpenAI. Can It Avoid the Fate of Netscape and MySpace?
At the Ignite conference, Microsoft announced the Maia 100 AI Accelarator which is optimized for Azure. It will cater towards customer's AI demand....
864 Views
Zeekr Pre-IPO - The Negatives - Remains Highly Dependent on Geely
ZEEKR, a premium EV brand by Geely Auto (175 HK), aims to raise around US$500m in its US listing. In this note, we talk about the not-so-positive...
418 Views