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,...
213 Views
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.
403 Views
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...
582 Views
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.
606 Views
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...
542 Views