Memory Chips
The world is short of memory. The big three memory companies – Samsung, SK Hynix and Micron – control over 80% of the global memory chip market at...
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Learnings From The History of Memory Part 4- The Insatiable Demand For NAND Flash
NAND Flash bit shipment grew at a CAGR of 52% between 2010 and 2015, down from CAGR of 117% in the previous five years but still a remarkable...
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Toshiba: A Look at the Scenario Where Toshiba Retain TMC as a Consolidated Subsidiary
Following up on our insight where we turned more constructive on Toshiba stock (in the short-term in particular), we provide a more detailed...
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Toshiba Capital Raise?
As has been speculated upon repeatedly on Smartkarma, NHK reported this morning that Toshiba Corp (6502 JP) was considering raising up to JPY600bn...
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Semiconductor Industry Trends
This reports looks at the key trends driving stocks in the global semiconductor industry, identifying winners and losers.It is extracted from CM...
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