August Semiconductor Sales Increase
The World Semiconductor Trade Statistics for August have just been released, and revenue
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Kioxia – Examining the Long-Term Margin Trends and Where Fair Value May Lie
While Kioxia’s value lies in its through-cycle earnings generation, disclosed financials have a limited history. As such, we have combined Kioxia’s...
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Kioxia IPO: Valuation Insights
Kioxia (6600 JP) is the world’s second-largest player in the NAND flash memory market. TMC was spun off from Toshiba Corp (6502 JP) and acquired by...
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Server CPU, DRAM, NAND Sales Heading For A Significant Decline As Inventory Digestion Commences.
A leading indicator for server sales
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