Aequitas: Kioxia ADS Listing - Part 1 - Early Look - At the US$5-10bn+ Raising
Kioxia Holdings (285A JP), a leading global flash memory producer, aims to undertake an ADS listing. In this note, we talk about the deal...
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WSTS Reports Slowing Chip Decline
WSTS, the agency that tracks monthly semiconductor revenues, reported this week that the decline of the semiconductor market has continued to slow...
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Chips Vs. Coronavirus: Best-Case & Worst-Case Scenarios
It's still early to understand the full implications of Wuhan's coronavirus outbreak, but we can look to the 2008 global financial collapse and...
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Semiconductor Memory. Where Do We Go From Here?
Following Samsung, SK Hynix, Intel and Western Digital's Q4 2019 results last week, a clearer picture is emerging of precisely where we are in the...
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Composing the 2020 Semiconductor Forecast
Objective Analysis recently updated its 2020 semiconductor forecast. We are calling for the market to see zero growth at best, but our model...
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