Aequitas: SK Hynix ADR Listing - Now Looking to Raise up to US$30bn - Updates, Valuation, ADR Prem
SK Hynix (000660 KS) (SKH), a leading global memory producer, aims to raise up to US$30bn via an ADR listing. In this note, we talk about the...
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May Chip Shipments Up, but Outlook Is Confused
The SIA released the monthly WSTS semiconductor shipments statistics for May, and with it a statement that the chip market seemed resistant to...
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Moore's Law Has Ended... Again!
Moore's Law, originally published in 1965, has been expected to end several times over its 55-year history, but never seems to fulfill those...
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Weekly Update (LION, WDC, HON)
The market has had quite a run, and we are now sitting at the exact point where June has historically started to roll over. From a seasonality...
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Spring WSTS Semiconductor Forecast Gives Mixed Outlook
The Spring WSTS semiconductor forecast has been announced and it is very similar at the top-line level to the organization's Autumn forecast...
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