Intel Vs. TSMC/UMC Long/Short Monitor: Intel Results Drive Share Spike, Still Can Re-Rate
Intel has outperformed TSMC and UMC since our pre-Intel Innovation Conference catalyst piece. Intel could still re-rate further relative to the...
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Mobileye Global IPO Valuation Analysis
Our base case valuation of Mobileye is implied market cap of $15.2 billion or $19 per share, which is within the IPO price range. We have a...
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Mobileye Global IPO Preview
Mobileye Global (MBLY US) is getting ready for an IPO in the US in late 2022 at an expected market cap valuation of about US$30 billion.
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Autonomous Driving- Aptiv, A Near-Perfect Proxy
Aptiv, the auto components supplier spun out of Delphi Automotive in late 2017, is a company that has been painstakingly custom-crafted to leverage...
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Autonomous Driving- Intel's Mega-Billions Gamble
Intel's high-profile acquisition of Mobileye for $15.3 billion in 2017 was a clear sign of the company's intention to become a dominant player in...
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