Semiconductor WFE. China Retains #1 Spending Slot In Q225, US Mulls Yet Further Sweeping Sanctions
Remedies like China country-wide bans, bans on related components, consumables & deploying "incentives & leverage" on allies so they follow suit....
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Kokusai Electric Placement - Unexpected Seller but Relatively Small Deal
Applied Materials (AMAT US) is looking to raise approximately US$330m through an accelerated secondary offering for around 4.5% of Kokusai Electric...
923 Views
Tekscend Photomask IPO - Thoughts on Valuation
Tekscend Photomask (429A JP) (429A JP), a manufacturer and distributor of semiconductor photomasks, aims to raise around US$830m in its Japan IPO....
794 Views
Tekscend Photomask IPO - Peer Comparison
Tekscend Photomask (429A JP), a manufacturer and distributor of semiconductor photomasks, aims to raise around US$830m in its Japan IPO. In this...
820 Views
Tekscend Photomask IPO - The Negatives - Market Share
Tekscend Photomask (429A JP), a manufacturer of semiconductor photomasks, aims to raise around US$830m in its Japan IPO. In this note, we talk...
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