Aequitas: Alchip Technologies - Well Flagged US$515m GDR Offering; Shares Have Traded Down Recently
Alchip Technologies (3661 TT) Alchip is looking to raise up to US$515m, selling 4m shares (4m GDRs) via a GDR offering, with the proceeds to be...
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Silicon Wafers. The Impact Of Covid-19 In Q1 And Likely Outlook For CY 2020.
With all of the major silicon wafer manufacturers now having reported Q1 earnings, it's clear that the impact of COVID-19 was relatively minor as...
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COVID-19 & Semiconductors: Profit Warnings Piling Up Ahead Of Earnings.
During the most recent earnings season, most semiconductor companies noted only relatively minor impact to their forecasts for the current quarter....
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Realtek (2379.TT): Five Layers for Investment Logic.
Investors are shifting capital from expensive AI stocks to mid- and large-cap IC design companies like Realtek Semiconductor, aligning with market...
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Silergy (6415.TT): Our Preferred Pick Among 8-Inch Foundries and Silicon Wafer Manufacturers.
Taiwan's industry-specific catalysts set it apart from U.S. weakness, with companies like Silergy, Vanguard, and Globalwafers showing positive...
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