Q2'23 Semiconductor Review & Outlook
Q2'23 saw semi sales, memory, silicon wafer & PC shipments PC with modest QoQ growth. Smartphones and server shipments barely missed the cut....
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Taiwan Shorts Analysis: AI Supply Chain Stocks With High Short Squeeze Risk
We analyze the most shorted stocks in Taiwan and highlight notable AI supply chain stocks who have have some of the highest short interest vs....
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ARM Holdings IPO: Valuation Insights
Our valuation analysis suggests that the rumoured target valuation of US$60-70 billion is unjustified. Our base-case DCF valuation is US$44.0 billion.
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NVIDIA. Revenue On Track For 2.7x YoY Growth in Q3'CY23
NVIDIA Q2’CY23 $13.51 billion, +88% QoQ, +101% YoY. Q3'CY23 forecast of $16.00 billion, ~2.7x increase YoY. Is this a bubble of dot.com era...
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ARM Holdings IPO: The Bear Case
The bear case rests on the deteriorating ACV trajectory, declining ARM-powered chip shipments and revenue, ARM China overhang and red flag...
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