Equity Analyst, LightStream Research

Farha Sabri

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Thematic (Sector/Industry)

<ul><li>The end of Moore’s Law and accelerating global data needs has driven computer manufacturers to come up with an advanced computing solution which works under cryogenic technologies.</li><li>These computers work at temperatures up to 25x lower than current super computers. The temperatures at which they operate at will continue to decrease until they reach points below temperatures akin to that of deep space.</li><li>Key takeaways from the new technology are that operating at extremely cool temperatures increases processing speeds, reduces the lag between memory and CPU (Central Processing Unit) and significantly reduces the level of energy consumption.</li><li>However, we believe that most cryogenic technologies in the computing world may take over a decade to hit commercial markets. Cryogenic memory technologies may be introduced to markets slightly faster, but still are a few years away from mass deployment. As such, advancements until then will involve progressing to the use of GPUs (Graphics Processing Unit) from CPUs and advancements in memory technologies which include the likes of DDR5 SDRAM (Double Data Rate Synchronous Dynamic Random Access Memory).</li></ul>

The end of Moore’s Law and accelerating global data needs has driven computer manufacturers to come up with an advanced computing solution which works under cryogenic technologies.These computers work at temperatures up to 25x lower than current super computers. The temperatures at which they operate at will continue to decrease until they reach points below temperatures akin to that of deep space.Key takeaways from the new technology are that operating at extremely cool temperatures increases processing speeds, reduces the lag between memory and CPU (Central Processing Unit) and significantly reduces the level of energy consumption.However, we believe that most cryogenic technologies in the computing world may take over a decade to hit commercial markets. Cryogenic memory technologies may be introduced to markets slightly faster, but still are a few years away from mass deployment. As such, advancements until then will involve progressing to the use of GPUs (Graphics Processing Unit) from CPUs and advancements in memory technologies which include the likes of DDR5 SDRAM (Double Data Rate Synchronous Dynamic Random Access Memory).

Cryogenic Memory: Computers from Deep Space?

Korea / Special Situations, Clepsydra Capital

Sanghyun Park

Korea / Special Situations

Event-Driven

Early this morning, Samsung Electronics made an official announcement that it had sold its shares in some of its overseas tech firms. Following are the details (no specific financial terms were disclosed except ASML).<ol>
<li>
ASML Holding NV: SEC sold 1.5% shares (half of its 3% shares) for ₩766.4bil (US$681mil). SEC still retains 1.5% shares in ASML, which is the world's largest lithography system maker used in printing circuit patterns on silicon wafers for SEC's various chips.</li>
<li>
Rambus Inc.: SEC sold all…</li>
</ol>

Early this morning, Samsung Electronics made an official announcement that it had sold its shares in some of its overseas tech firms. Following are the details (no specific financial terms were disclosed except ASML).

ASML Holding NV: SEC sold 1.5% shares (half of its 3% shares) for ₩766.4bil (US$681mil). SEC still retains 1.5% shares in ASML, which is the world's largest lithography system maker used in printing circuit patterns on silicon wafers for SEC's various chips.

Rambus Inc.: SEC sold all…


Samsung Sold Shares in Four Tech Firms, ASML, Rambus, Seagate & Sharp - Interpretation?

United States

Rambus Inc. designs, develops, licenses, and markets high-speed chip-to-chip interface technology to enhance the performance and cost-effectiveness of consumer electronics, computer systems, and other electronic systems.  The Company licenses semiconductor companies to manufacture and sell memory and logic ICs incorporating Rambus interface technology.

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Rambus (RMBS US)

Cryogenic Memory: Computers from Deep Space?

The end of Moore’s Law and accelerating global data needs has driven computer manufacturers to come up with an advanced computing solution which...

Farha Sabri

Samsung Sold Shares in Four Tech Firms, ASML, Rambus, Seagate & Sharp - Interpretation?

Early this morning, Samsung Electronics made an official announcement that it had sold its shares in some of its overseas tech firms. Following are...

Sanghyun Park

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