Kioxia (285A JP) IPO: The Bear Case
The bear case rests on unrealistic long-term financial model assumptions, market share losses, high customer concentration risk, volatile gross...
647 Views
SK Hynix Says It Will Not Give up Toshiba Voting Stakes - Why Hynix So Obsessed with Toshiba?
Would SK Hynix Inc (000660 KS) give up voting stakes? According to the most recent article from Korea, SK Hynix is reaffirming that it will not...
366 Views
Andrew on Tech: Will Emerging Memory Technologies Replace DRAM/NAND?
Problems with existing DRAM/NAND flash: Due to some problems on performance, production scaling, and lower power requirement, lots emerging memory...
1.2k Views
Rise of the Machines: The AI Arms Raceā¦
Itās much harder for computers to learn simple inference than a human brain, but once neural network software is ātrainedā it can apply the...
772 Views
4 Key Issues About SK Hynix Investment in Toshiba Memory Company
SK Hynix officially confirmed, through a regulatory filing, that it submitted a "non-binding" offer for the stake in Toshiba's new memory company...
385 Views