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...
704 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...
753 Views
Entegris (ENTG US) Promotion to S&P MidCap400
The S&P Index Committee for the US main indices has announced that semiconductor mfg supplier Entegris will replace Arcadium Lithium next Weds at...
619 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...
582 Views
Taiwan Tech Weekly: Trump's New China Chip Restrictions; Foxconn & Honda Alliance?; TSMC & Intel
Trump Admin preparing to further limit China's chip access; Foxconn and Honda potentially teaming up for EVs; TSMC considering Intel foundry...
591 Views