GigaDevice A/H Listing - Strong Momentum, Headline Discount Inline but Still Expensive
GigaDevice Semiconductor (603986 CH) (GD), an IC design house, aims to raise around US$600m in its H-share listing. In this note, we talk about the...
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GigaDevice A/H Listing - PHIP Updates and Thoughts on A/H Premium
GigaDevice Semiconductor (603986 CH) (GD), an IC design house, aims to raise around US$1bn in its H-share listing. In this note, we talk about the...
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Nota IPO Bookbuilding Analysis
Nota's IPO price has been confirmed at 9,100 won, which is at the high end of the IPO price range. The demand ratio was 1,058 to 1.
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PC Monitor: Nvidia GB10 PCs Poised to Redefine the AI PC Category
​Nvidia's GB10 brings AI performance to desktop PCs, transforming them into "true" AI machines and driving market growth for Mediatek, Asustek, and...
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Taiwan Tech Weekly: Mediatek Eyes US Manufacturing, 40% Global Mkt Share; Micron Earnings Take-Aways
​Micron sees AI memory demand rising, MediaTek targets 40% market share, KYEC's stock surge driven by strong fundamentals.
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