Nvidia paid Lumentum $2 billion for lasers, because silicon cannot make light
Lumentum makes the tiny lasers that turn data into light, so AI chips can talk to each other across a data centre. Those lasers have to be grown...
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A-Share Margin Trading Weekly (Sep 30th): ANHUI JIANGHUAI AUTOMOBILE, SICHUAN EM TECHNOLOGY
We analyzed A-share margin trading positions report for the past week and highlighted ANHUI JIANGHUAI AUTOMOBILE (600418 CH), BEIJING COMPASS...
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Aequitas: Moore Threads Technology A/H Listing - Peer Comparison and Thoughts on Valuations
Moore Threads Technology (688795 CH), a domestic GPU producer, aims to raise over >US$1bn in its H-share listing. In this note, we undertake a peer...
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HK IPO WATCH: Suzhou Dongshan Precision Manufacturing - Leading the Charge !!
Suzhou Dongshan Precision A (002384 CH) said in a filing that it has received approval from China’s securities regulator for the Hong Kong...
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Aequitas: Moore Threads Technology A/H Listing - Early Look - One of the Fast Growing Little Giants
Moore Threads Technology (688795 CH) (MTT), a domestic GPU producer, aims to raise over >US$1bn in its H-share listing. In this, note we look at...
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