Semi-Equipment Top Pick: Long Term Secular Winner
In sweet spot of semiconductor equipment spending. More than 50% of wafer fabrication equipment ('WFE') spending is in deposition and etch, which...
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Would Toshiba Sell Its 100% of Memory Business to SK Hynix/Hon Hai? Unlikely
What's new?According to Korea Herald news and copied by Economic Daily and Commercial Times, SK Hynix Inc (000660 KS) and Hon Hai Precision...
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Concerns of Further Nuclear Write-Downs for Toshiba
Over the weekend, a Japanese-only article in the Nikkei detailed possibilities for further losses at Westinghouse in the event that construction of...
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Toshiba Chip Business Valuation Target Gravitating Back Below JPY1.5 Trillion
After some pretty strong previous statements from company officials demanding bids valuing the chip business at JPY2 trillion or more, Bloomberg...
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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...
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