Global Foundries: Some Thoughts on the IPO
We offer some thoughts on Global Foundries coming IPO. We admire the strategic pivot the company took two years ago. Valuation seems high though,...
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Weekly Innovation Review (WIRE) #52
Not the best week for Facebook (FB) ! Firstly, the entire company’s ecosystem (FB, Instagram, WhatsApp and Messenger) ground to a halt for several...
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GLOBALFOUNDRIES IPO - Good Timing
Is this a good time for GLOBALFOUNDRIES to go public? Given the company's focus on older processes, and the market's current shortages, it seems...
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August Semiconductor Revenues Break Records Once Again
Once again the semiconductor market has set a new revenue record. Just-reported August revenues make it the highest month in history. There's no...
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