SK Holdings Share Buyback Means a Change in SKT Demerger Scenario
Execution detail is below in the DETAIL section. If you don't want my personal thoughts, you can skip this part and jump directly to the execution...
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Micron: Plan Is Good. Market? Not So Much!
Micron Technology announced its earnings Thursday, September 26. Although the company has done a good job of moving from the back of the pack to...
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To Cut Or Not To Cut Wafer Starts During A Memory Down Cycle & Why It Doesn't Matter!
It has been fascinating to watch how the current memory (DRAM & NAND) down cycle has unfolded. Of particular interest has been the various...
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WDC – Using the Toshiba JV to Improve Profits
The output of WDC's and Toshiba's joint-venture NAND flash fab is split 50/50, but WDC isn't compelled to take its entire half of the output. This...
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The Danger of Over-Applying Trade Sanctions
The semiconductor and other businesses have successfully avoided "Dumping", the practice of selling product below cost, through the judicious...
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