ENTITY
ARM Holdings

ARM Holdings (ARM US)

249
Analysis
Information Technology • United Kingdom
ARM Holdings designs and licenses semiconductor intellectual property (IP), including central processing unit (CPU) cores, graphics processing units (GPUs), and system IP. Its energy-efficient chip designs are widely used in smartphones, IoT devices, automotive systems, and computing infrastructure. The company is headquartered in Cambridge, United Kingdom, and was founded in 1990.
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bullish•Kioxia Holdings
•02 Dec 2024 16:11

Kioxia Pre-IPO - Thoughts on Valuations

At the final price range kioxia still offers enough upside even from the top-end, even after we apply a discount to its valuation versus its listed...

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bullish•Kioxia Holdings
•28 Nov 2024 10:35

Kioxia Pre-IPO - Peer Comparison

Kioxia Holdings (6600 JP) is aiming to raise around US$700m (including over-allocation) from its Japan IPO. In this note, we undertake a peer...

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bearish•Kioxia Holdings
•26 Nov 2024 13:16

Kioxoa Pre-IPO - The Negatives - Still a Follower of the Cycle

Kioxia Holdings (6600 JP) is aiming to raise around US$700m (including over-allocation) from its Japan IPO. In this note, we talk about the not-so...

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bullish•Kioxia Holdings
•26 Nov 2024 05:45

Kioxoa Pre-IPO - The Positives - Among the Leaders in Its Space

Kioxia Holdings (6600 JP) is aiming to raise around US$700m (including over-allocation) from its Japan IPO. In this note, we talk about the...

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bullish•Kioxia Holdings
•25 Nov 2024 09:23

Kioxia IPO Early Re-Look - Better Placed This Time Around

The deal is now live, with Kioxia looking to raise around around US$700m at a valuation of around US$4.8bn. We've had a early look at the deal in...

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