In today’s briefing:
- Samsung’s Intel Gambit: A Signal of TSMC’s Widening Lead
- ALPHABET INC. CLASS A Common Stock – July 2, 2025
- Airtasker Ltd – Solid guidance off a strong FY25 base
- Friday Take Away: 22 August 2025
Samsung’s Intel Gambit: A Signal of TSMC’s Widening Lead
- Samsung’s potential Intel stake highlights need for packaging know-how, not customers, and provides a hedge if its 2nm yields or production slip.
- TSMC extends lead with stable N3, on-track N2, AI packaging dominance, and customer migrations, while Samsung’s foundry share declines below 8%.
- Implications: Positive for TSMC (2330 TT), negative signal for Samsung (005930 KS), validating for Intel (INTC US) though regulatory and governance constraints remain important.
ALPHABET INC. CLASS A Common Stock – July 2, 2025
- Alphabet Inc. Class A is a leading global technology conglomerate headquartered in the United States, best known as the parent company of Google.
- The company maintains a dominant international presence across key sectors such as online search, digital advertising, cloud computing, and artificial intelligence.
- The Company’s shares are listed οn the Nasdaq Composite stock market Ιndex since August 19, 2004 and are included among the companies with the higher market capitalization globally.
Airtasker Ltd – Solid guidance off a strong FY25 base
- Airtasker Limited (ASX:ART) is an online marketplace for local services, connecting people and businesses who need work done with people who want to work.
- ART has reported its FY25 result, which was largely flagged in the recent Q4 FY25 cash flow update.
- Further disclosure reveals a monetisation rate of 21.6% for FY25, up from 20% in FY24 and above our forecast.
Friday Take Away: 22 August 2025
- The transitioning and rebranded provider of advanced network infrastructure, cybersecurity, and diagnostic technologies reported interims to end June on the 18 August.
- The business is concentrating on three core businesses: BATM Networks, BATM Cyber and BATM Diagnostics.
- Substantial operational changes have been implemented, and non-core activities are being sold with three disposals made in the first half of 2025.
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