JX Advance Metals Pre-IPO - Peer Comparison or Lack Thereof
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.6bn via selling some of its stake. In this note,...
444 Views
TSMC (2330.TT; TSM.US): Will TSMC Work on Intel Foundry Services? There Are Three Paradoxes...
US President's goal of making the US the top semiconductor manufacturing country faces paradoxes due to existing environment, approval...
745 Views
JX Advance Metals Pre-IPO - The Negatives - Isn't There Yet
JX Advance Metal’s (JXAM) parent, ENEOS Holdings (5020 JP), is looking to raise US$2.6bn in its Japan IPO. In this note, we talk about the not-so...
659 Views
Episode 105: Sanity Check on Custom ASICS?
The episode delves into the debate between custom ASICs and GPUs in the tech industry, highlighting the benefits and drawbacks of each while...
518 Views
JX Advance Metals Pre-IPO - The Positives - Transforming
JX Advance Metal’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.6bn via selling some of its stake in JXAM's Japan IPO. In this...
1.8k Views