The COVID-19 Pandemic and Semiconductors
The COVID-19 pandemic has caused profound business shifts,
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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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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...
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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...
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