Mediatek: Google Reportedly Dropping QCOM & Adopting Mediatek for Pixel 10 Modem; Structural Long
​Google is reportedly switching from Qualcomm to MediaTek for Pixel 10's 5G modems, showing Mediatek's competitiveness and potential for to deliver...
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Taiwan Tech Weekly: Apple’s TSMC 2nm Power Move Beats Samsung; Himax Ascends with TSMC/Nvidia Halos
​Apple secures competitive edge with TSMC's 2nm tech. Why advanced packaging is the key competitive capability for tomorrow's chips; Himax is...
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Mediatek: Apple Watch Win Highlights Smartwatch Market Opportunity; Apple Supply Chain Breakthrough
​Mediatek's breakthrough into Apple's supply chain for the Apple Watch highlights a significant opportunity in the smartwatch market, with...
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DigiCo Infrastructure REIT IPO Trading - Now for the Real Test, Ex-Adjustments
DigiCo REIT (DIGICO AU) raised around US$1.3bn in its Australian IPO. We have looked at the company's past performance earlier, in this note we...
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REPT BATTERO Energy IPO Lockup - US$1.2bn Lockup Release
REPT BATTERO Energy raised around US$270m in its Hong Kong IPO in Dec 2023. Its pre-IPO investors holding around US$1.2bn worth of shares will be...
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