Micron's Earnings and Broadcom's Accelerators
It's all about AI. Micron is proving the memory thesis true, and Broadcom has a new accelerator customer. Also Nvidia's Moat.
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Astera Labs IPO Valuation Analysis
Our base case valuation of Astera Labs is market cap of US$5.4 billion or target price of US$35.9 per share, which is 20% higher than high end of...
868 Views
Astera Labs IPO Preview
Astera Labs (ALAB US) is scheduled to debut its IPO on 20 March. The company is offering 17.8 million shares at a price of $27 to $30 per share.
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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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Astera Labs IPO Preview and Valuation Analysis: Will Pricey IPO Frighten The Investors Off?
California-based Astera Labs has filed for an IPO and plans to raise up to $500M. The fabless semiconductor unicorn may be valued at more than $3B,...
648 Views