Semis Moving from Inventory Build to Inventory Digestion
Recent announcements have indicated that the semiconductor market is migrating from a period of strength from an inventory build-up to softer...
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Kioxia as a Business
Today (27 August, 2020) Kioxia announced its IPO plans. This company, the former Toshiba Memory, will be the focus of a lot of attention in the...
578 Views
Hynix - All in on One Apple
SK Hynix (000660 KS) earnings downgrades are coming and this is phase 1 of 2. Expectations are very high for a September but that is based on...
479 Views
Toshiba TOPIX Inclusion - Jack Be Nimble, Jack Be Quick...
There's a reason for this. But first, a look backwards.In late November 2019, the Nikkei said that the TSE was likely to change the rules on TSE...
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Toshiba – Our Concerns For This Crowded Theatre With One Exit
Toshiba struck an upbeat tone for their 1Q results pointing to “Core operating income” of ¥37.9bn in the quarter vs. just ¥9.0bn for the previous...
501 Views