Tech Supply Chain Tracker (26-Jul-2024): NCKU in Taiwan achieves semiconductor precision breakthrough.
NCKU makes breakthrough in semiconductor precision, Trump's impact on green energy uncertain, Apple unveils AI models, TSMC attracts record...
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SUMCO's Sobering Outlook For Silicon Wafers
Q423 revenues of ¥105.1 billion, +5% QoQ but -10% YoY. Q124 revenues -17% QoQ to ¥87 billion. EBITDA -33% QoQ to ¥22.1 billion. AI demand will...
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Silicon Wafers. SUMCO Sounds The Alarm As Inventory Continues To Climb
SUMCO's Operating Profit forecasted to fall by ¥8.6 billion QoQ in Q423. The company vowed to make "substantial" production cuts in a bid to bring...
583 Views
Renesas Electronics Placement - Well Flagged US$1.8bn Deal, Accelerated but Index Flows Should Help
INCJ aims to raise around US$1.8bn via a secondary sell-down in Renesas Electronics (6723 JP). This will be a clean-up trade as INCJ has been...
986 Views
Socionext Placement - Valuation More Reasonable but past Secondary Offerings Have a Mixed Record
Three shareholders of Socionext (6526 JP) aim to raise around US$1.4bn via selling all of their shares in Socionext. In this note, we look at the...
751 Views