Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Thematic (Sector/Industry)

At the beginning of October WSTS released its worldwide semiconductor revenue compilation for August.  The semiconductor market is in a period of uneasy stability that this analyst expects to end soon.

At the beginning of October WSTS released its worldwide semiconductor revenue compilation for August.  The semiconductor market is in a period of uneasy stability that this analyst expects to end soon.

Semiconductor Revenues On-Trend for August

This SmartKarma Insight provides a current view of the semiconductor industry's status, benchmarking today's market status against a typical downturn.  Data from leading memory chip manufacturers shows that, during the last quarter, prices had nearly reached cost, moving us to the next phase of the cycle.

This SmartKarma Insight provides a current view of the semiconductor industry's status, benchmarking today's market status against a typical downturn.  Data from leading memory chip manufacturers shows that, during the last quarter, prices had nearly reached cost, moving us to the next phase of the cycle.

After the Collapse: Semiconductors Enter the Next Phase

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Equity Capital Markets

<ul>
<li>SpaceX is preparing to raise at least $75 billion at a valuation of nearly $1.75 trillion to $2.0 trillion. </li>
<li>My base case valuation of SpaceX is market cap of $1.6 trillion over one year. My valuation sensitivity analysis suggests a valuation range from $1.3 trillion to $1.9 trillion. </li>
<li>I would not subscribe to SpaceX at a valuation range of $1.75 trillion to $2.0 trillion. Rather, you could purchase Samsung Electronics (005930 KS) at a P/E of 7x, instead.</li>
</ul>


SpaceX is preparing to raise at least $75 billion at a valuation of nearly $1.75 trillion to $2.0 trillion. 
My base case valuation of SpaceX is market cap of $1.6 trillion over one year. My valuation sensitivity analysis suggests a valuation range from $1.3 trillion to $1.9 trillion. 
I would not subscribe to SpaceX at a valuation range of $1.75 trillion to $2.0 trillion. Rather, you could purchase Samsung Electronics (005930 KS) at a P/E of 7x, instead.


This SmartKarma Insight takes a simple look at the  current memory chip price collapse to learn where the industry stands in the current downfall, and what the future should hold in light of past downturns.

This SmartKarma Insight takes a simple look at the  current memory chip price collapse to learn where the industry stands in the current downfall, and what the future should hold in light of past downturns.

Where Are We in the Semiconductor Memory Price Collapse?

On April 1 the World Semiconductor Trade Statistics were released illustrating, as we anticipated, that a full-blown collapse is underway.  This Insight shows how consistently the current situation follows past trends.

On April 1 the World Semiconductor Trade Statistics were released illustrating, as we anticipated, that a full-blown collapse is underway.  This Insight shows how consistently the current situation follows past trends.

Semiconductor Revenues Collapsing, As Anticipated

United States

Broadcom Corporation provides integrated silicon solutions that enable broadband digital data transmission of voice, data, and video content to the home and within the business enterprise.  The Company designs, develops, and supplies integrated circuits for cable set-top boxes, cable modems, high-speed networking, direct satellite and digital broadcast, and digital subscriber line.

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Broadcom Corp Cl A (BRCM US)

Semiconductor Revenues On-Trend for August

At the beginning of October WSTS released its worldwide semiconductor revenue compilation for August. The semiconductor market is in a period of...

Jim Handy

After the Collapse: Semiconductors Enter the Next Phase

This SmartKarma Insight provides a current view of the semiconductor industry's status, benchmarking today's market status against a typical...

Jim Handy

SpaceX IPO Valuation Analysis

Mirae Asset Securities' 2nd subscription round for SpaceX IPO on Monday was fully subscribed in less than two minutes, following a first-round...

Douglas Kim

Where Are We in the Semiconductor Memory Price Collapse?

This SmartKarma Insight takes a simple look at the current memory chip price collapse to learn where the industry stands in the current downfall,...

Jim Handy

Semiconductor Revenues Collapsing, As Anticipated

On April 1 the World Semiconductor Trade Statistics were released illustrating, as we anticipated, that a full-blown collapse is underway. This...

Jim Handy

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