Taiwan Tech Focused Senior Analyst

Patrick Liao

Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing)

<ul>
<li>There is a great opportunity for someone joining an advanced semiconductor manufacturing camp because there could be fewer players in the field.  </li>
<li>For a long time, TSMC production staff have won better bonuses in the company, meaning they might be able to overcome the difficulties in production.  </li>
<li>Rapidus might need another 5 years or more to become profitable if everything runs smoothly for 2nm technology. </li>
</ul>


There is a great opportunity for someone joining an advanced semiconductor manufacturing camp because there could be fewer players in the field.  
For a long time, TSMC production staff have won better bonuses in the company, meaning they might be able to overcome the difficulties in production.  
Rapidus might need another 5 years or more to become profitable if everything runs smoothly for 2nm technology. 


TSMC (2330.TT; TSM.US): Will Rapidus Threaten TSMC's 2nm Market? We Think It's Too Early to Say.

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

Kioxia Holdings  / Equity Capital Markets

<ul>
<li>In this note, we will take a look at the Asia Pacific IPO pipeline for 2025, with a look at Japan &amp; Korea after having looked at HK &amp; India.</li>
<li>This list has been compiled on a best effort basis from tracking the company filings and through various other sources.</li>
<li>The deals you see in this note are only a part of our full IPO pipeline tracker. Feel free to drop us a message for additional information on these IPOs.</li>
</ul>


In this note, we will take a look at the Asia Pacific IPO pipeline for 2025, with a look at Japan &amp; Korea after having looked at HK &amp; India.
This list has been compiled on a best effort basis from tracking the company filings and through various other sources.
The deals you see in this note are only a part of our full IPO pipeline tracker. Feel free to drop us a message for additional information on these IPOs.


Aequitas 2025 Asia IPO Pipeline - Japan and South Korea

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>EV price cuts in Europe impact used car market, while US industry faces tariffs</li><li>Kyocera to sell $1.27 billion in non-core business due to declining profits</li><li>Toyota and Nvidia collaborate at CES 2025 for AI alliance towards autonomous future</li></ul>

EV price cuts in Europe impact used car market, while US industry faces tariffsKyocera to sell $1.27 billion in non-core business due to declining profitsToyota and Nvidia collaborate at CES 2025 for AI alliance towards autonomous future

Tech Supply Chain Tracker (09-Jan-2025): 2025 used car markets: EU EV prices drop, US tariffs rise.

<ul><li>Dell's switch to AMD processors for commercial PCs in CES 2025 poses a threat to Intel's market dominance in the industry.</li><li>MediaTek and Nvidia's collaboration to develop advanced supercomputer chips at CES 2025 promises enhanced performance and capabilities.</li><li>US DoD banning Tencent, CATL, and CXMT in response to escalating tech tensions, and Toyota's inauguration pledge to Trump raising concerns.</li></ul>

Dell's switch to AMD processors for commercial PCs in CES 2025 poses a threat to Intel's market dominance in the industry.MediaTek and Nvidia's collaboration to develop advanced supercomputer chips at CES 2025 promises enhanced performance and capabilities.US DoD banning Tencent, CATL, and CXMT in response to escalating tech tensions, and Toyota's inauguration pledge to Trump raising concerns.

Tech Supply Chain Tracker (08-Jan-2025): CES 2025: Dell switches to AMD, hurting Intel.

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Event-Driven

<ul>
<li>A potential merger between Nissan Motor and Honda Motor would create the third largest auto group in the world.</li>
<li>If this merger is successful, it could have a short term positive impact on Hyundai Motor since it could result in a reduction of overlapping sales/marketing and production of Nissan.</li>
<li>However, a merger of Honda and Nissan could negatively impact Hyundai Motor over the long term because the merged entity could produce more high quality, price competitive vehicles.</li>
</ul>


A potential merger between Nissan Motor and Honda Motor would create the third largest auto group in the world.
If this merger is successful, it could have a short term positive impact on Hyundai Motor since it could result in a reduction of overlapping sales/marketing and production of Nissan.
However, a merger of Honda and Nissan could negatively impact Hyundai Motor over the long term because the merged entity could produce more high quality, price competitive vehicles.


A Potential Merger Between Honda and Nissan - Impact on Hyundai Motor and Kia Corp

Japan

Toyota Motor Corporation manufactures, sells, leases, and repairs passenger cars, trucks, buses, and their related parts worldwide. The Company also operates financing services through their subsidiaries. Toyota Motor builds homes, produces pleasure boats, and develops intelligent transportation systems including radar cruise control and electronic toll collection systems.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Toyota Motor (7203 JP)

TSMC (2330.TT; TSM.US): Will Rapidus Threaten TSMC's 2nm Market? We Think It's Too Early to Say.

Joining an advanced semi manufacturing camp could be a lucrative opportunity with fewer competitors, as Rapidus works on licensing IBM's 2nm GAA...

Patrick Liao

Aequitas 2025 Asia IPO Pipeline - Japan and South Korea

In this note, we will take a look at the Asia Pacific IPO pipeline for 2025, with a look at Japan & Korea after having looked at HK & India.

Sumeet Singh

Tech Supply Chain Tracker (09-Jan-2025): 2025 used car markets: EU EV prices drop, US tariffs rise.

Europe sees impact from EV price cuts, US faces tariffs; Kyocera sells off non-essential business, Toyota and Nvidia partner for autonomous future,...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (08-Jan-2025): CES 2025: Dell switches to AMD, hurting Intel.

CES 2025 sees major tech developments: Dell switches to AMD processors, Intel plans 18A processor mass production, US DoD bans Tencent, CATL, and...

Tech Supply Chain Tracker

A Potential Merger Between Honda and Nissan - Impact on Hyundai Motor and Kia Corp

In this insight, we discuss the impact of a potential merger between Nissan Motor and Honda Motor which would create one of the largest auto groups...

Douglas Kim

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

TSMC (2330.TT; TSM.US): Will Rapidus Threaten TSMC's 2nm Market? We Think It's Too Early to Say.

​Joining an advanced semi manufacturing camp could be a lucrative opportunity with fewer competitors, as Rapidus works on licensing IBM's 2nm GAA...

Patrick Liao

Aequitas 2025 Asia IPO Pipeline - Japan and South Korea

In this note, we will take a look at the Asia Pacific IPO pipeline for 2025, with a look at Japan & Korea after having looked at HK & India.

Sumeet Singh

Tech Supply Chain Tracker (09-Jan-2025): 2025 used car markets: EU EV prices drop, US tariffs rise.

Europe sees impact from EV price cuts, US faces tariffs; Kyocera sells off non-essential business, Toyota and Nvidia partner for autonomous future,...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (08-Jan-2025): CES 2025: Dell switches to AMD, hurting Intel.

CES 2025 sees major tech developments: Dell switches to AMD processors, Intel plans 18A processor mass production, US DoD bans Tencent, CATL, and...

Tech Supply Chain Tracker

A Potential Merger Between Honda and Nissan - Impact on Hyundai Motor and Kia Corp

In this insight, we discuss the impact of a potential merger between Nissan Motor and Honda Motor which would create one of the largest auto groups...

Douglas Kim

Joining an advanced semi manufacturing camp could be a lucrative opportunity with fewer competitors, as Rapidus works on licensing IBM's 2nm GAA...