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Updates: MBLY - Will The Downturn Be Short-Lived?
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Updates: MBLY - Will The Downturn Be Short-Lived?

Summary * Mobileye stands as a pivotal player in the Advanced Driver Assistance Systems (ADAS) sector, specializing in Level 0 to Level 2 solutions. * Mobileye faces intensifying competition from emerging startups and established corporations enhancing their ADAS offerings with advanced chip and software technologies. * Analysts' forecasts are still optimistic, however, the risk-reward has vastly improved since the share price plummet. https://twitter.com/convequity/status/17435640252613348
27 min read 11 Jan 2024
Arm IPO - Tough Situations, Priced To Perfection (Pt.4)
Arm Holdings
32 min read 29 Dec 2023

Arm IPO - Tough Situations, Priced To Perfection (Pt.4)

Summary * Chiplet technology presents an exciting opportunity for ARM, potentially paving the way for its strategic evolution. * The high costs of designing cutting-edge chips pose challenges for many players in the semiconductor industry. * ARM's potential venture into providing pre-designed CPU dies could redefine its position in
Convequity MSU: NVIDIA - Dec 2023
NVDA
18 min read 06 Dec 2023

Convequity MSU: NVIDIA - Dec 2023

Summary * We kick-off the application of the Convequity MSU framework on NVDA. * We provide a very brief 12-point summary of our MSU framework application followed by detailed insights about NVDA, the AI chip landscape, and its competitors. * As this is a new type of report, there will be
Themes: The State Of Generative AI July 2023 (Pt.2)
AI
27 min read 25 Jul 2023

Themes: The State Of Generative AI July 2023 (Pt.2)

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Where the silicon meets the spreadsheet.

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