Intel Sees Solid 2H17; Implications to Cloud/ Memory Demand and Competitions
Summary Solid 2H17: We expect 2Q beat and good 2H17 guidance to drive analysts to revise up their numbers on Intel. However, we remain our...
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SK Hynix Says It Will Not Give up Toshiba Voting Stakes - Why Hynix So Obsessed with Toshiba?
Would SK Hynix Inc (000660 KS) give up voting stakes? According to the most recent article from Korea, SK Hynix is reaffirming that it will not...
217 Views
Tsinghua Unigroup/Unigroup Guoxin Scrapped YRST Take over Deal
What's new?Unigroup Guoxin (002049 CH, 紫光國芯), a Tsinghua Unigroup affiliate, announced to terminate the 100% or partial take over deal of Yangtze...
529 Views
Toshiba Update - Court Cases, SK Hynix, and Auditor Risk
There have been several pieces of news on Toshiba Corp (6502 JP) since late last week, and a fair bit of Japanese media coverage of the company....
258 Views
The "Einhorn Bet" And What Might Toshiba Be Worth?
The Einhorn Bet - What Might Toshiba Be Worth?Bloomberg reported late Friday E.S.T. that the Greenlight Capital Q2 investor letter said that it had...
481 Views