Is 14A on the Chopping Block, or Is Intel Raising the Stakes for a Whale
​Intel is focusing on financial stability and shareholder returns, delaying capacity expansion until it secures commitments from major customers.
360 Views
NTT DC REIT IPO Trading - Decent Demand, High Yield and Discount Should Help
NTT DC REIT (NTTDCR SP), a data center REIT, raised around US$772m in its Singapore IPO. In this note, we talk about the trading dynamics.
687 Views
Figma IPO Preview: Fast-Growing Disruptor In The Design Software Market
​Figma Inc., a VC-backed collaborative design software maker, files for an IPO with strong financials and market leadership. Morgan Stanley and...
1.8k Views
Intel 18A Not Ready for Foundry (Preparing for Bad News?), TSMC Exit GaN (Doesn’t Matter), UMC 6nm
​Reuters' on Intel "new" Foundry strategy may be hinting at a potential write off in the future. TSMC discontinuing GaN insignificant due to low...
917 Views
NTT DC REIT IPO - Thoughts on Valuation
NTT DC REIT (NTTDCR SP) (NDC), a data center REIT, aims to raise up to US$810m in its Singapore IPO. In this note, we talk about valuations.
1.1k Views