TSMC Addresses U.S. Expansion Concerns: Strengthens TSMC Position & Positive for Semi Industry Capex
TSMC explained how it is accelerating Taiwan investments while also increasing its expansion in the U.S.. Highly positive news for semiconductor...
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TSMC (2330.TT; TSM.US): Invest Further in US up to 100bn; Intel Foundry Service Gets Direct Clients.
TSMC will invest further up to $100 billion in the US, Intel Corp's restructured case draws mixed opinions, potential for companies to try Intel...
761 Views
JX Advance Metals IPO - Digestable, but Not Really Attractive
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.5bn via selling more than half of its stake in...
675 Views
NVIDIA Q425 Beats, Raises, Market Yawns, Then Vomits. A Lake Wobegon Moment Perhaps?
Jensen presents a utopian, Lake Wobegon-esque vision of an all pervasive AI but in reality the pace of AI adoption will ultimately be determined by...
554 Views
JX Advance Metals Pre-IPO - Thoughts on Valuation
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.6bn in its Japan IPO. In this note, we talk about...
508 Views