SMIC's Semi Shocker
SMIC will likely continue to refine their N+2 node and develop a 5nm-like process within 2-3 years, even without the use of EUV. The implications...
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ARM Holdings IPO Trading - Sold Hope, Now for Some Reality
Softbank Group (9984 JP) raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)' US IPO. In this note, we talk about the...
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ARM Holdings IPO - Thoughts on Valuation - Still Very Demanding
Softbank Group (9984 JP) aims to raisebetween US$4.5-4.9bn via selling some of its stake in ARM Holdings' US IPO. In this note, we provide our...
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ARM Holdings Pre-IPO - Thoughts on Valuations
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 valuations.
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Globalfoundries Not Amused By TSMC's European JV
Globalfoundries is apparently not impressed with TSMC's planned JV in Germany. However, they just inked a deal of their own to create a JV with ST...
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