Global Semiconductor Sales Increased 0.33% MoM In March 2023
Global semi sales for March '23 amounted to $39.83 billion, a 0.33% increase sequentially, the first such increase in twelve months.While small,...
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Intel's "5 Nodes In 4 Years" Is A Red Herring
"5 nodes in 4 years" is a meaningless mantra unless qualified with unit volume, ramp speed and yield metrics. These are where the real challenges lie.
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Global Semiconductor Sales Fall 4% MoM, 20.7% YoY In February 2023
February 2023 effectively marked the 13th consecutive month of declining semi sales making it one of the most protracted downturns of the past two...
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ECM Weekly (20th Nov 2022) - I-Tail, Growatt, Lygend, SinoHytech, Meituan/Tencent, Olympus, Paytm
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Socionext IPO - Ample Upside Even After Discount
Socionext (6526 JP) is looking to raise up to US$463m in its Japan IPO. In this note, we will look at the updated deal dynamics, our earlier...
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