Fazzaco’s Post

Navigating Semiconductor Cycles: Jason Shum, CFA and Leona Yang, CFA uncover how end-market exposure shapes the evaluation of semiconductor companies in a dynamic industry. To learn more about TSCM, please visit our website: https://lnkd.in/gdhpZxB #TSCM #TimesSquare #Semiconductors #Growth #Equities #Investing #InvestmentManagement #AssetManagement

Chiplet interconnect pioneer Eliyan gains additional financial backing from AI chip ecosystem with strategic investment from VentureTech Alliance 🎉👇 SANTA CLARA, Calif. – August 13, 2024 – Eliyan (“Eliyan”) Corporation, credited for the invention of the semiconductor industry’s highest-performance and most efficient #chiplet #interconnect, today announced a strategic investment from VentureTech Alliance.   The additional funding puts Eliyan’s total investment past the $100 million mark and will help further the company’s commercialization process and product line expansion. Specifically, the funds will be used to grow the company’s corporate infrastructure in sales, marketing and administration, as well as evolve its product line to address existing and new opportunities in die-to-die (D2D), die-to-memory (D2M), chip-to-chip (C2C) interconnect and develop its series of custom and standard memory and IO subsystem #chiplets. Ramin Farjadrad #semiconductors

IP Group plc reported broadly stable private portfolio values in H124, assisted by the positive revaluation of Featurespace, an AI-powered fraud and financial crime detection business, which delivered strong top-line growth of 46.5% in 2023 to £50.4m. This helped offset a further carrying value reduction of First Light Fusion and a partial write-down of Ultraleap Holdings, a human-machine interface business. The de-rating of listed Oxford Nanopore (ONT) was therefore the major driver behind IP Group’s 9% NAV fall in total return (TR) terms in H124. Roughly half of ONT’s share price decline has reversed post reporting date, supported by its half-year trading update and the Novo Holdings investment. Edison Group #innovators #cleantech #intellectualproperty https://lnkd.in/eYU2tmfb

Christophe Duverne, Co-Founder & Partner Silian Partners, Senior Managing Director Ardian Semiconductor, presented the potential of private equity investment in the semiconductor sector at #EFECS2024. The session highlighted the critical role of semiconductors in driving digitalisation, the exciting opportunities emerging in Europe’s growing semiconductor industry, and the importance of an investment strategy.

Technology Hardware | Infineon Technologies - Warren Lau We continue to expect FY24E revenue to be €15-15.5bn (consensus €15.7bn), compared to IFX’s guidance of €16bn (down from the original guidance of €17bn in January), a drop of high single digits YoY. With the exception of ATV, for which we estimate revenue to increase by low single digits, all other segments (GIP, PSS & CSS) are likely to suffer a double-digit drop in sales. Our adjusted GM/operating margin/EPS are now at ±41%/±16%/±€1.95 (-30% YoY) respectively. Read full story here: https://buff.ly/4byVOzn For more information on our #technology #hardware product, and other Aletheia Capital research, please contact info@aletheia-capital.com #investments #advisory #ideas #fintech #InYourCorner

The Australian Business Review looks at Weebit Nano Ltd’s recent fundraise, discussing the details of the deal, the potential for Weebit’s innovative #ReRAM #IP and the company’s differentiators. According to the article: “Weebit Nano is gaining momentum in the fast-growing semiconductor space, attracting strong investor confidence and advancing its #RRAM #memory #technology with a successful $50 million capital raise.” Read more: https://lnkd.in/dw-hG_nx #Embedded #NVM #semiconductors #Invest

📊 Marvell Technology to Release Q1 Results: Potential for Stock Surge 🚀 Summary: Investors holding Marvell Technology Group (MRVL) stock eagerly await the company's first-quarter results, set to be released on Thursday, May 30, after the market closes. MRVL has seen impressive growth in recent years, and there is anticipation that these results will show continued positive momentum. 📈 Strong Free Cash Flow Margins Could Drive MRVL Stock Higher 💰 Marvell Technology has achieved remarkable success due, in part, to its ability to generate significant free cash flow. If the company's free cash flow margins remain high during this reporting period, this could propel MRVL stock even higher. 📆 Don't Miss Out on Potential Gains! ⏳ As an investor, it is crucial to stay informed and take advantage of opportunities when they arise. Monitoring Marvell Technology's earnings report and subsequent market reaction can offer valuable insights for making informed investment decisions. 💼 Invest in Your Future with HSA Accounts! 💪 Health Savings Accounts (HSAs) provide a unique opportunity to invest in healthcare while enjoying tax advantages. By leveraging HSAs, investors can grow their wealth while ensuring financial security for themselves and their families. 🌟 Act Now and Maximize Your HSA Investment Potential! 🚀 Don't let the Fear of Missing Out hold you back! Take action today to explore the possibilities of growing your HSA through strategic investments. Empower yourself to make informed decisions and secure your financial future. Start investing in healthcare with MRVL and other promising opportunities! #hsa #investing #healthcare #health #family #wellness 😃✨

🌟 Fund Investment! 🌟 We are proud to share Cade’s second investment out of the fund into Akash Systems, a company pioneering the next generation of semiconductors with GaN-on-Diamond technology. Born from the PhD research of co-founder and CEO Felix Ejeckam, Akash Systems' groundbreaking technology is rooted in a simple yet revolutionary idea: using diamond as a thermal conductor in semiconductors. By bringing the hottest part of a transistor within nanometers of synthetic diamond – the most thermally conductive material known to man - Akash has achieved a dramatic reduction in waste heat (a 10x performance improvement for only twice the cost). Akash’s ability to enable more efficient, more powerful cooling is already beginning to impact industries including AI / Deep Tech, Space, EVs, Communications and Clean Energy. Akash Systems is unlocking the next generation of tech innovation, transforming all sectors that Cade Ventures invests in, and we're proud to be a part of their story. See our full blog post here: https://lnkd.in/ewEh3tT5 Learn more about Akash Systems here: www.akashsystems.com -- #VentureCapital #Tech #SemiConductor #Computing #CHIPS #GPUs #GPUCooling #Inventors #Innovation #Investment #Hardware #AI

📈 Analyzing NVTS: A deep dive into Navitas Semiconductor's growth prospects and market positioning. 🎓💡 Discover why scholars and investors alike are bullish on NVTS's innovative GaN technology! 💼💻 #Investing #Semiconductors #Tech https://lnkd.in/gAZVURZb

A Year from Now You May Wish You Had Started Today: Seize the Opportunity with Marvell Technology Unleash the potential of your Health Savings Account (HSA) and embark on a journey towards financial prosperity. The stock market is buzzing with exciting prospects, and today Marvell Technology emerges as an option that demands attention. Opportunities are knocking at your door, and it's time to act! 👉 Don't miss out on this chance to grow your HSA and secure your financial future! 👈 Inspirational Tone: Embrace the Power of Investing #hsa #investing #healthcare #health #family #wellness Summary: Unusual options trades in Marvell Technology (MRVL) stock have recently captured the attention of investors. Both puts and calls have been observed, shedding light on the underlying value of MRVL stock. This serves as a clear indication of the potential growth and profitability it holds. As a seasoned investment advisor, I strongly recommend considering Marvell Technology as a promising addition to your investment portfolio. Taking action today can ensure you stay ahead of the game, avoid the Fear of Missing Out (FOMO), and position yourself for attractive returns in the long run. By leveraging the power of your HSA account, you can not only enhance your healthcare savings but also seize substantial financial opportunities. Investing wisely in sectors like technology can yield significant rewards and provide the financial stability needed to safeguard your health, family, and overall well-being. So, take charge of your future, embrace the potential of Marvell Technology, and make the most of this golden opportunity. Your HSA will thank you later! ✨ Start investing in MRVL stock with your HSA today and unlock a brighter tomorrow! ✨