Episode 63: The Continued March of Custom Silicon, is it Sustainable?
In summary, major tech companies are increasingly developing their own custom CPUs and accelerators for cloud-based workloads, with Google, Amazon,...
182 Views
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.
309 Views
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...
859 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.
594 Views
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...
1.2k Views