1. 大致研究了S3的业务,说一些我的看法:
1) 下图来自S3的官网,我觉得最能阐述本次S3收购对IOTS的意义:IOTS即将从一家提供定制化design win方案、专注于物联网非易失性存储模块(NVM)生产与销售的硬件公司,演变为能够提供integrated solutio...查看全文
Constantva2018-06-05 09:51
$Adesto科技(IOTS)$ ,一家针对物联网市场推出NVM存储模块的公司,这几天大致看了一下,如下:
1. 物联网设备的市场潜力较大,10-K中提到两个数据,一是到2020年,全球IOT Units installed 将达到25B,年增长率38%;NVM市场在2019年将达到2.7B的规模,年增长25%。
2. 产品 moat及竞争:
$Adesto科技(IOTS)$ SC 13D General statement of acquisition of beneficial ownership Accession Number: 0001123292-20-000432 Act: 34 Size: 1 MB 网页链接
$Adesto科技(IOTS)$ SC 13D General statement of acquisition of beneficial ownership Accession Number: 0001104659-20-026626 Act: 34 Size: 161 KB 网页链接
$Adesto科技(IOTS)$ 8-K Current report, item 5.02 Accession Number: 0001104659-20-023915 Act: 34 Size: 24 KB 网页链接
$Adesto科技(IOTS)$ DEFA14A Additional definitive proxy soliciting materials and Rule 14(a)(12) material Accession Number: 0001104659-20-023366 Act: 34 Size: 35 KB 网页链接
$Adesto科技(IOTS)$ DFAN14A Additional definitive proxy soliciting materials filed by non-management and Rule 14(a)(12) material Accession Number: 0001123292-20-000297 Act: 34 Size: 2 MB 网页链接
$Adesto科技(IOTS)$ DEFA14A Additional definitive proxy soliciting materials and Rule 14(a)(12) material Accession Number: 0001104659-20-023049 Act: 34 Size: 889 KB 网页链接
$Adesto科技(IOTS)$ 8-K Current report, items 1.01, 8.01, and 9.01 Accession Number: 0001104659-20-023048 Act: 34 Size: 889 KB 网页链接
$Adesto科技(IOTS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001567619-20-004333 Size: 6 KB 网页链接
$Adesto科技(IOTS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001567619-20-004334 Size: 8 KB 网页链接
$Adesto科技(IOTS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001567619-20-004335 Size: 6 KB 网页链接