KKR TOB for Hitachi Kokusai at ¥2900 - Again a Matter of Take It Or Leave It
One year, one week, and one day after the Nikkei reported Hitachi was looking to sell Hitachi Kokusai, we have a Tender Offer on the table. The...
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Semi-Equipment Top Pick: Long Term Secular Winner
In sweet spot of semiconductor equipment spending. More than 50% of wafer fabrication equipment ('WFE') spending is in deposition and etch, which...
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Analysts Query Scope in KLA-Tencor/Lam Research Antitrust Review
Last month’s second request from the Department of Justice in the KLA-Tencor/Lam Research deal could mean a prolonged regulatory review ahead for...
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Technology Observer: When the Chips Are Down, Bet on Capital Equipment Firms
More than Just Moore’s Law Building semiconductors is like playing Russian roulette. You put a gun to your head, pull the trigger, and find out...
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Dechert Antitrust Merger Investigation Reports Record Duration of U.S. Merger Investigations in 2015
Significant antitrust merger investigations in the United States took an average of 9.6 months in 2015, more than a third longer than the average...
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