February Semiconductors Show Onset of COVID-19 Decline
The SIA released WSTS semiconductor revenues for February. While there was a small decline attributable to COVID-19, it is clear that February's...
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Aequitas: Kioxia ADS Listing - Part 2 - Past Deals, Shareholder Overhang, Valuations & Memory Cycle
Kioxia Holdings (285A JP), a leading global flash memory producer, aims to undertake an ADS listing. In this note, we talk about its past deals,...
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Windows' Impact on Chip Sales
For the past couple of decades businesses have explained that PC demand increases with the introduction of new Windows operating systems. A close...
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Aequitas: Kioxia ADS Listing - Part 1 - Early Look - At the US$5-10bn+ Raising
Kioxia Holdings (285A JP), a leading global flash memory producer, aims to undertake an ADS listing. In this note, we talk about the deal...
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WSTS Reports Slowing Chip Decline
WSTS, the agency that tracks monthly semiconductor revenues, reported this week that the decline of the semiconductor market has continued to slow...
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