Softbank – Why We Think Arm Is Worth Less Than $10bn
Softbank is apparently trying to garner a $50bn valuation for Arm and secure $8bn in margin loans on the back of that but in terms of real value we...
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GEM Weekly (4 Mar 2022): Russian Interest Rates, Chinese PMI; NIO, ByteDance, TSMC, Samsung
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Renesas – Synergies Outperform and Some Potentially Bad News for Arm
Renesas’ investor day today focused on providing more details on existing themes such as the progress of synergies from Dialog but what we found...
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Softbank – NVIDIA’s Abandonment of Arm and the Search for Credibility
Bloomberg reported overnight that Nvidia was moving to accept reality and give up on the Arm merger. This highlights the overall negative...
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Weekly Innovation Review (WIRE) #38
Headline Developments: We can now modify DNA inside of a human body (in vivo), thanks to some groundbreaking work announced this week
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