ASMPT (522 HK): Don’t Bet on a KKR Privatisation
ASMPT's offer period for the potential privatisation ends. Reuters reports that KKR backed out due to regulatory and geopolitical risks, such as...
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KLAC Q324. Heavy Emphasis On Leading Edge For Growth In 2025
Q324 $2.84 billion, +10.5% QoQ & +18.3% YoY. Q424 guide $2.95 billion, +4% QoQ & +18.6% YoY. CEO states "for years now, we've really had primarily...
386 Views
Earnings: TXN, LRCX, MXL, SK Hynix, TER, BESI
Summary: TXN - Rebound in almost all end markets, even Automotive in China. Weakness in ROW, but I think it’s trough. LRCX - 25 is a growth...
288 Views
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...
732 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...
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