Elan Microelectronics: Positioned to Win from PC Upgrade Cycle; Massively Underheld by Institutions
Elan is one of the institutionally most-underheld shares in our universe based on our analysis. Windows 11 adoption and touch usage for PCs has...
493 Views
Memory Monitor: SK Hynix Appearing Prescient; Relative Value in Micron
NAND and DRAM price declines have stabilized. Demand for DRAM from servers is expected to exceed that from mobile devices, driven by AI usage.
747 Views
What's Next for SiMo?
MaxLinear has called off its planned acquisition of Silicon Motion. Does this indicate future problems for SiMo? Not necessarily.
671 Views
Fadu IPO Trading - Strong Subscription Rates Compared to Recent Korean IPOs
Fadu (440110 KS) raised US$151m in its Korean IPO. In this note, we will talk about the demand for the deal and other trading dynamics.
613 Views
Memory Monitor: Our Site Visit to Micron's A3 Fab in Taiwan; AI Accelerating the Cycle Recovery
Memory names rallied sharply at the end of last week after SK Hynix affirmed that 1Q23 was the cycle bottom and AI-driven DRAM demand was...
589 Views