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...
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NAND - Pain Threshold Dictated by Sammy at the Cost of Kioxia, Hynix, Western Digital
It seems that 3Q for NAND will be worse than expected but Samsung has eyes onto 1H21 for pressing the competition with supply, price elasticity and...
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Western Digital. NAND Recovery In Doubt As QoQ Revenue Downturn Forecasted
Western Digital reported earnings this week with revenues of $4.3 billion, marginally below the midpoint of their forecast. Their outlook for...
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WSTS Reports June Semis: Lessens M/M Decline by Restating May
WSTS has released its June semiconductor revenue figures, revealing a month-month revenue decline of 0.3% from May.While this indicates that the...
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Samsung Electronics - Bulls on Parade
Key reasons why Samsung Electronics (005930 KS) is gearing for a bull run. Key fundamental and non- fundamental reasons why Samsung Electronics...
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