TSMC – 2022 Could Be Great but What After?
TSMC offers an intriguing prospect due to its utter dominance of a high growth sector and high, stable margins despite elevated valuations and...
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GlobalFoundries IPO - Valuation
GlobalFoundries aims to list at a market cap close to $25bn and the presence of strong cornerstone investor support is a positive here but does...
320 Views
GlobalFoundries IPO - Financials
GlobalFoundries financials tell a sorry tale with numerous red flags and it is not entirely clear whether they can steady the ship or generate a...
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GlobalFoundries IPO – The Business
With GlobalFoundries struggling to make profits even in this environment and all adulation seemingly reserved for TSMC we examine whether there is...
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Global Foundries: Some Thoughts on the IPO
We offer some thoughts on Global Foundries coming IPO. We admire the strategic pivot the company took two years ago. Valuation seems high though,...
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