MediaTek (2454.TT): Gaining Google TPU V7 Project Entirely Could Be a Misconception
There is a misconception "MediaTek is gaining the Google TPU v7 project in 2024-25F." Transsion Holding is placing a new order with MediaTek in...
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UMC (2303.TT; UMC.US): The Revenue Can Be Downward a Bit in 4Q23F.
The upcoming demand is expected to drop in 4Q23, with the most significant decline in 40nm and 8" demand. We expect the market to reach its lowest...
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ECM Weekly (17th Sep 2023) - ARM, VNG, Doosan, Tuhu, IMotion, Seibu Giken, RR Kabel, Viva, Innovent
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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ARM Holdings IPO Trading - Sold Hope, Now for Some Reality
Softbank Group (9984 JP) raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)' US IPO. In this note, we talk about the...
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Mediatek Downgrade: After Rally, Beware Emerging News of Huawei/SMIC Chip Capability
We believe Huawei's recent Mate 60 chip development could pose a threat to Mediatek's market share outlook. We downgrade our rating from Structural...
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