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...
477 Views
Toshiba TOPIX Inclusion - Jack Be Nimble, Jack Be Quick...
There's a reason for this. But first, a look backwards.In late November 2019, the Nikkei said that the TSE was likely to change the rules on TSE...
1.2k Views
Toshiba – Our Concerns For This Crowded Theatre With One Exit
Toshiba struck an upbeat tone for their 1Q results pointing to “Core operating income” of ¥37.9bn in the quarter vs. just ¥9.0bn for the previous...
495 Views
NAND - Pain Threshold Dictated by Sammy at the Cost of Kioxia, Hynix, Western Digital
It seems that 3Q for NAND will be worse than expected but Samsung has eyes onto 1H21 for pressing the competition with supply, price elasticity and...
424 Views
Western Digital. NAND Recovery In Doubt As QoQ Revenue Downturn Forecasted
Western Digital reported earnings this week with revenues of $4.3 billion, marginally below the midpoint of their forecast. Their outlook for...
500 Views