Taiwan Tech Weekly: TSMC Packaging Tech Ahead of Samsung; China Rare Earths Restrictions Plays; DRAM
China export restrictions for rare earths used in semiconductors highlight opportunity for U.S. and Australian rare earths producers.
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Socionext Placement - Valuation More Reasonable but past Secondary Offerings Have a Mixed Record
Three shareholders of Socionext (6526 JP) aim to raise around US$1.4bn via selling all of their shares in Socionext. In this note, we look at the...
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Amazon: Monetary Conditions Are In The Driver's Seat And Higher Margins Are Already Priced-In
Amazon has significantly underperformed the broader equity market, in spite of the recent rally. The narrative for generative AI is strong, but the...
443 Views
Robosense Technology Pre-IPO Tearsheet
Robosense Technology (RT) is looking to raise around US$300m (estimated) in its upcoming Hong Kong IPO. The deal will be run by JPM and China...
476 Views
China Designer of AI-Based Self-Driving Chips Files for Hong Kong IPO
Black Sesame International Holding Ltd., a Xiaomi-backed designer of artificial intelligence-based self-driving computing chips, has filed for a...
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