Toshiba – Kioxia’s Postponed IPO Is NOT About US-China Tensions and That Means More Downside Risk
The Nikkei reported today that Kioxia would be postponing its much-anticipated IPO due to US-China tensions. That is an interesting fig-leaf in our...
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WDC Delivering Higher Capacity Nearline HDDs, Positive Trend
WDC 18 TB HDD portfolio combined with the companies joint NAND flash fab and SSD business provide long term upside with the next round of...
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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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