Horizon Robotics IPO Preview: “Journey Together”, Strong Business Position and Market Share Gains
China’s Horizon Robotics, a leading provider of ADAS and AD solutions for smart vehicles, filed for an IPO and may raise up to $500M in Hong Kong.
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Horizon Robotics Pre-IPO Tearsheet
Horizon Robotics is looking to raise US$500m in its upcoming Hong Kong IPO. The bookrunners on the deal are GS, MS and China Securities International.
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Fabricated Knowledge Quarterly Review
This is the first edition of a quarterly summary piece to highlight my ideas and best pieces quarterly. This is one of the 16th-best quarters in...
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TSMC (2330.TT; TSM.US): Foundry Market Forecast in 2030F; TSMC Had Developed The 2nm Nanosheet.
​TSMC predicts significant growth in various industries by 2030F, with evolving transistor technology and potential shifts in market ownership for...
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Mobileye Guides Down; Automotive Inventory, Memory Strength, and Marvell
Mobileye surprised markets with an extensive guide down to their results. Shares reacted poorly, but at first blush, it makes sense given the...
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