The COVID-19 Pandemic and Semiconductors
The COVID-19 pandemic has caused profound business shifts,
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Toshiba’s Troubled Timeline
As Toshiba prepares for a return to TSE1 we examine the history leading to Toshiba’s fall into what probably should have been a delisting, its...
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Softbank & Kioxia "Replacement Trades" Iffy. Buy NTT Vs Docomo Instead
Friday saw the announcement of a large offering by Softbank Group (9984 JP) of Softbank Corp (9434 JP) shares. The dynamics of the offering itself...
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Kioxia IPO Initiation: Not Just a Flash in the Pan
Kioxia (6600 JP) is the world’s second-largest player in the NAND flash memory market. Toshiba Memory Corporation (TMC) officially changed its name...
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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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