Japan Morning Connection: Intel Announces Its Long Awaited 18A Process
Intel's 18A process lauded as the most advanced chip production technology developed  in the US. Wolfspeed continues higher on the rumour that the...
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FineToday Pre-IPO - Updated Peer Comparison and Thoughts on Valuation
FineToday Holdings (420A JP) (FT) is planning to raise around US$280m via selling a mix of primary and secondary shares. In this note, we talk...
626 Views
Kokusai Electric Placement - Unexpected Seller but Relatively Small Deal
Applied Materials (AMAT US) is looking to raise approximately US$330m through an accelerated secondary offering for around 4.5% of Kokusai Electric...
923 Views
FineToday Pre-IPO - Refiling Updates
FineToday Holdings (420A JP) (FT) is planning to raise around US$280m via selling a mix of primary and secondary shares. In this note, we talk...
830 Views
Japan Morning Connection: Semi's Correct Finally, but Already Seeing Dip Buying off Lows Overnight
Advantest may emerge as an SPE sector relative short. May be a chance to double dip on wafer companies after a US wafer testing firm dropped 17.4%.
475 Views