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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ARM Holdings Pre-IPO - Peer Comparison - The Smallest and One of the Slowest
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 undetake a peer...
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Q2'23 Semiconductor Review & Outlook
Q2'23 saw semi sales, memory, silicon wafer & PC shipments PC with modest QoQ growth. Smartphones and server shipments barely missed the cut....
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Elan Microelectronics: Positioned to Win from PC Upgrade Cycle; Massively Underheld by Institutions
Elan is one of the institutionally most-underheld shares in our universe based on our analysis. Windows 11 adoption and touch usage for PCs has...
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