ARM Holdings Limited - The Positives - Pervasive Global Presence
Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings ’ US IPO. In this note, we talk about the...
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Earnings: MCHP and IFX, SIMO Rumors, SMCI, POWI, GFS, COHR, WOLF, AMAT, CSCO
Analog inventory, Coherent's ghost guide, and whipsaw China read through. Infineon’s big news is that they, too, will be building one of the...
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Hon Hai: Hits New 52-Week Highs; Sanity Checking Management Guidance Shows Still More Upside
We maintain our 12-month price target of NT$155 per share, 35% above current levels and higher than the entire Street. We show how higher margin...
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Where Are We in the Semiconductor Cycle?
Will the semiconductor market turn around? Revenues are likely to regain modest growth in the fourth quarter, but profits shouldn't return until...
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Taiwan Tech Weekly: Another Major Earnings Week; Hon Hai Deal Exit? AMD Transfers Orders to Samsung
Hon Hai could terminate its investment deal in U.S.-based Lordstown Motors as per an exchange notice posted by Lordstown.
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