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Broker's Calls
Citing 'gradual' recovery, CGS-CIMB maintains 'reduce' call on Grand Venture Technology
GVT is optimistic that there are some signs of easing of excess inventory
September 26, 2023
Broker's Calls
DBS stays upbeat on UMS, Venture, to ride semicon recovery theme
Inventory correction is ongoing but is expected to reach a normalised level by 4Q23.
September 15, 2023
IPO
Chip designer Arm jumps 25% in debut win for owner SoftBank
The debut stands as a vindication for Son, SoftBank’s chairman and chief executive officer
September 15, 2023
Tech
What's next for Nvidia and the ongoing AI boom
Make no mistake: the AI revolution is almost here
September 07, 2023
IPO
SoftBank lines up Apple, Nvidia as strategic Arm IPO backers
The show of support from some of the tech industry’s biggest names will help bolster the offering
September 03, 2023
IPO
How SoftBank's Arm plans to ride the AI wave to biggest IPO of 2023
Arm designs key parts of the chips powering almost every smartphone on the planet.
August 22, 2023
Results
AEM 1HFY2023 earnings drop 76.2% y-o-y, lowers FY2023 revenue guidance
AEM now expects FY2023 revenue to be at between $460 million and $490 million
August 11, 2023
Broker's Calls
CGS-CIMB downgrades AEM from 'add' to 'reduce', citing slower than expected recovery
Tng's new target price is $3.30, from $3.86 previously
August 08, 2023
Semiconductor
Arm's IPO task: Convince investors it's an AI company
Arm's IPO could be the year’s biggest; it could also provide an interesting temperature check for the AI fever
July 27, 2023
Semiconductor
TSMC cuts 2023 outlook ahead of delay to marquee US project
The smartphone market is sending early signals of recovery
July 20, 2023