Tekscend Photomask IPO - The Negatives - Market Share
Tekscend Photomask (429A JP), a manufacturer of semiconductor photomasks, aims to raise around US$830m in its Japan IPO. In this note, we talk...
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Tekscend Photomask IPO - The Positives - Strong Market Position
Tekscend Photomask (429A JP)Â (TP), a manufacturer and distributor of semiconductor photomasks, aims to raise around US$830m in its Japan IPO.
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Kioxia (285A JP): Storage Name Still Cheap; Enterprise SSDs Anchor Recovery
​Q1 FY25 trough marked, Q2 guidance shows strong revenue and OP rebound, Enterprise SSDs anchor profits, Kioxia trades at discount vs. peers...
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Victory Giant A/H Listing - Riding the AI Wave
Victory Giant Technology -A (300476 CH) (VG) aims to raise around US$1bn in its H-share listing. In this note, we look at the company's past...
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Asia’s “Boring Tech” Rerating: Memory, Components & AI Infrastructure
​Asia's tech rally focuses on storage, memory, and components as AI infrastructure enablers, with valuation gaps offering opportunities but risks...
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