Memory Monitor: SK Hynix Appearing Prescient; Relative Value in Micron
NAND and DRAM price declines have stabilized. Demand for DRAM from servers is expected to exceed that from mobile devices, driven by AI usage.
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Doosan Robotics IPO Preview
Doosan Robotics is getting ready to complete its IPO in Korea in September.The expected IPO price range is 21,000 won to 26,000 won.
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What's Next for SiMo?
MaxLinear has called off its planned acquisition of Silicon Motion. Does this indicate future problems for SiMo? Not necessarily.
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SoftBank Plans to Complete IPO of Arm in September on NASDAQ
On 8 August, Nikkei Asia reported that Arm plans to complete its IPO on NASDAQ in September in a deal expected to be worth more US$60 billion or more.
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Fadu IPO Trading - Strong Subscription Rates Compared to Recent Korean IPOs
Fadu (440110 KS) raised US$151m in its Korean IPO. In this note, we will talk about the demand for the deal and other trading dynamics.
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