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Marvell Technology (MRVL US)
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147
Analysis
Information Technology
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United States
Marvell Technology, Inc. develops and produces semiconductors and related technology. The Company offers security and networking platform, secure data processing, networking, and storage solutions. Marvell Technology serves customers worldwide.
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bullish
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Thematic (Sector/Industry)
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17 Oct 2023 08:50
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Broker
Thematic Investment and Megatrend - Riding the AI Wave into the Next Phase
Hypercalers, AI related chip providers and supply chain channel all confirmed demands remain strong, with visibility into 2024.
CMB International
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343 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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25 Sep 2023 06:09
Taiwan Tech Weekly: Micron Results Ahead; Taiwan AI Plays Slump But Still Beat Nvidia Last 3 Months
Taiwan's market fell, with previous AI-rally beneficiaries continuing to be some of the top losers. Interestingly, Taiwan AI-names outperformed...
Vincent Fernando, CFA
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377 Views
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bearish
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ARM Holdings
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14 Sep 2023 12:42
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...
Sumeet Singh
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417 Views
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bullish
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Lasertec Corp
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10 Sep 2023 06:30
Index Rebalance & ETF Flow Recap: NKY, ASX, CSI300, KOSDAQ150, Yuanta ETFs, MVA, MVW, SMH
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
Brian Freitas
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547 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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09 Sep 2023 15:00
MVIS US Listed Semiconductor 25 Index Rebalance: Upweight for TSMC
No constituent changes, but there are float/capping changes. Estimated one-way turnover is 5.9% resulting in a one-way trade of US$595m. Stocks are...
Brian Freitas
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610 Views
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