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VLSI Japan : It’s Better on the Backside
If there was a single big story from VLSI this year, it had to be BSPDN. Intel announces its PowerVia technology, and scaling the backside is the...
Fabricated Knowledge
405 Views
ASMPT (522 HK): PAG Potential Privatisation?
Bloomberg reported that PAG and other parties have expressed interest in taking ASMPT private. Peers and historical multiples imply a fair price...
Arun George
627 Views
Kokusai Electric IPO: The Bear Case
The bear case rests on a declining revenue trend, a challenging near-term growth target, high China revenue risk, margins on a downward trend,...
Arun George
431 Views
Weekly Innovation Review (WIRE) #38
Headline Developments: We can now modify DNA inside of a human body (in vivo), thanks to some groundbreaking work announced this week
Granite Bay Capital
248 Views
Kokusai Electric IPO: The Bull Case
The key elements of the bull case rest on a leading market share, strong IP, healthy forward revenue indicators, increasing recurring service...
Arun George
384 Views