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...
492 Views
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...
523 Views
Toshiba: Kioxia IPO Impact & Activist Positioning
Today, Kioxia (6600 JP) announced its IPO details (English here, Japanese page here) which includes an offering of both secondary and primary...
692 Views
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...
572 Views
Kioxia IPO – Overoptimistic NAND Market Projections and Concentration Risk
The long anticipated Kioxia IPO is finally here, potentially to provide some relief to Toshiba activists. We have long been sceptical of premium...
516 Views