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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Learnings From The History Of Memory Part 3- The Amazing Resurgence of NOR Flash
After peaking at just over $8 billion in 2006, NOR Flash revenues have been declining ever since and in 2016 amounted to just over $2 billion. This...
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U.S. Equity Strategy:Â Cyclicals Continue to Lead; Energy Is Bottoming.
Rotation is alive and well. Once-dormant Sectors and Groups are helping propel the market to new highs. While Tech, the overachiever, continues to...
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Phison (8299 TT): New Solid-State Drives to Drive Growth
Good price momentum, earnings on an upcycle trend, and low debt levels relative to its sector Shipments of new PCIe solid-state drives (SSD)...
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