Maxlinear and Silicon Motion, Vicor and Monolithic Power and New Product Launches
Maxlinear has a legal battle on it's hands, and what's the new product Vicor is talking about? Last week the best show in semiconductors was the...
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Google, Microsoft, Facebook and Nvidia: AI Spending Implications at the Hyperscalers
Google, Microsoft, and Facebook reported earnings. Let’s discuss their capex plans and what that means for our new data center champion, Nvidia. I...
367 Views
China ADRs Delisting - Friday Could Be Judgment Day for over US$800bn Mcap of Stocks
PCAOB officials concluded their Hong Kong visit last month and PCAOB is due to announce its annual judgment on whether it had adequate access to US...
910 Views
Bukalapak IPO Lock-Up - Scattered Shareholding Could Put Some Pressure on the Share Price
Bukalapak (Buka) raised US$1.5bn in Aug 2021 when it priced its IPO at the top end of its pricing range. The pre-IPO shareholders will be released...
524 Views
Microsoft’s Activision Acquisition Is a Stupendous Deal
Microsoft's acquisition of Activision is a homerun by any measure: strategically, financially, and on valuation. We expect the level of synergies...
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