ENTITY
Taiwan Semiconductor Co.

Taiwan Semiconductor Co. (5425 TT)

72
Analysis
Information TechnologyTaiwan
Taiwan Semiconductor Co., Ltd. designs, manufactures, and distributes rectifiers, thermal bar code printers, and color photo printers.
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bearishARM Holdings
04 Sep 2023 13:45

ARM Holdings Pre-IPO - Peer Comparison - The Smallest and One of the Slowest

Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings’ US IPO. In this note, we undetake a peer...

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bearishARM Holdings
24 Aug 2023 15:37

ARM Holdings Pre-IPO - Pre-Privatisation to Pre-Listing Changes - Slower Growth, Lower Margins

Softbank Group aims to raise around US$8-10bn via selling some of its stake in ARM Holdings’ US IPO. In this note, we compare its recent...

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bearishARM Holdings
23 Aug 2023 15:02

ARM Holdings Limited - The Negatives - Tepid Growth and China JV Issues

Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings ’ US IPO. In this note, we talk about the not...

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bullishARM Holdings
22 Aug 2023 21:17

ARM Holdings Limited - The Positives - Pervasive Global Presence

Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings ’ US IPO. In this note, we talk about the...

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26 Jul 2023 09:50

Robosense Technology Pre-IPO - The Negatives - Not a Whole Lot of Earnings

Robosense Technology is looking to raise around US$400m (estimated) in its upcoming Hong Kong IPO. In this note, we talk about the not-so-positive...

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