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...
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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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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,...
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Mobileye Guides Down; Automotive Inventory, Memory Strength, and Marvell
Mobileye surprised markets with an extensive guide down to their results. Shares reacted poorly, but at first blush, it makes sense given the...
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Semiconductor Cycles: Industrial and EVs
Plus my new taxonomy of cycles! Where I think each end market is in the cycle. This earnings season, Industrial semiconductor demand has been the...
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