ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On
Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...
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Earnings (LSCC, ANET, GFS, Tokyo Electron, SITM, ENTG, AMAT)
Lattice is just too expensive for what it is. It’s one of the highest multiples in the space, but I acknowledge we are closer to the trough than...
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No Sign of Selling Advanced Scanners by ASML to China Customers, Implications
No Sign of Selling Advanced Scanners by ASML to China Customers, Implications; Huawei and HiSilicon supply chain vendors will be benefited the most
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WSTS Forecasts Semi Revenue Increase of 13.1% In 2024. Seriously?
WSTS forecast for 13.1% semi growth in 2024 assumes a ~45% YoY increase in memory revenue. This is an unlikely scenario and not at all the vibe we...
393 Views
Takeaways Post Our Global Foundry Model Updated and Initial View on 2024
Seven takeaways Post Our Global Foundry Model Updated and Initial View on 2024 foundry shipment, blended wafer price, sales, and capex growth/decline
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