Global TMT Analyst, Ex-PM, 30 years experience

Neil Campling

30 years Global Equity experience with focus on Global TMT, Consumer and Health Care. Experience across Buy Side (Long only and Hedge Fund), Sell Side (Head of Research), and Industry (IT Services). Equities focused, thematic research, Fundamental bottom up. Special interest in growth, high cash generation. And Forensic accounting and spotting frauds: https://www.fnlondon.com/articles/meet-the-analyst-who-called-wirecard-a-zero-amid-a-sea-of-buy-ratings-20200701

Intel. Pressure Mounts As Four Former Board Members Speak Out

Intel Names "Long Term" Successor To Technology Development Chief. Why & Why Now?

TMT Daily:Apple, TikTok, PINS, Semis (TSM, Samsung, Intel), Software (EA, CRM, CRWD, WDAY, HUBS),EVs

TMT Daily - EVs, CATL, AMD V NVDA, Samsung V TSM Tokyo Electron, ASML, Telco, Shopify, Match, Bumble

Kioxia IPO Early Re-Look - Better Placed This Time Around

Initial Thoughts on the Kioxia IPO - Impact on SK Hynix and Samsung Electronics

Event-Driven

<ul>
<li>SAMR would draw out review process for too long for a deal to be approved</li>
<li>Intel faces an existential crisis and even the new Foundry division has issues</li>
<li>A theoretical deal would have little financial synergy and destroy Qualcomm's gross margins</li>
</ul>


SAMR would draw out review process for too long for a deal to be approved
Intel faces an existential crisis and even the new Foundry division has issues
A theoretical deal would have little financial synergy and destroy Qualcomm's gross margins


Taiwan Semiconductor (TSMC) - ADR (TSM US)

Tech M&A: Qualcomm for Intel? No Chance. Here's Why.

Intel Corp

Tech M&A: Qualcomm for Intel? No Chance. Here's Why.