Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales
Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales; we might see AI server, WiFi/networking, and NAND vendors in US to beat 1Q24 but...
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Why Is Vanguard Semi Becoming to a Bad Student, Cyclical or Structural?
Why Is Vanguard Semi Becoming to a Bad Student? Some Cyclical or some Structural reasons for the weaknesses coupled with three reasons suggested...
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Primer: Raydium Semiconductor (3592 TT) - May 2026
Raydium is a fabless semiconductor company specializing in display driver ICs (DDICs), a critical component in the electronics supply chain. The...
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ESWIN Computing (奕斯伟计算) IPO Trading
ESWIN Computing raised USD 304m to list on HKEX on Friday, October 9. We are cautious on debut performance given the weak subscription and the rich...
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ESWIN Computing (奕斯伟计算) IPO: Analysis of Deal Terms and Valuation
We analyze ESWIN Computing's USD 318m Hong Kong IPO. We look at deal terms and track records of cornerstone investors and sponsors, as well as its...
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