We Examine the Value Of "New" Toshiba as Bain Enters the Picture and WDC Scuffle Threatens Financing
Bain, Sharp and WDC PostureThe chip business sale process continues to evolve as reports throughout the week have discussed the INCJ raising cash...
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Toshiba - Is Japan Government Trying to Put Together Knockout Bid?
On Friday, the Asahi newspaper reported that INCJ, DBJ, KKR were putting together a joint-bid for Toshiba Memory that could be worth ¥2.8 trillion....
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DRAM Spot Not as Good as You Thought; Rising Risks for Micron
Summary DRAM spot price not as good as you thought: After 19% q/q and 68% y/y appreciation of DRAM spot price in 1Q17, we start to see DDR 3 4Gb...
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Why Is Trump Demanding US$1 Billion for THAAD from South Korean Government?
On Friday April 28th, it was reported that the US President Trump demanded US$1 billion in payment from the South Korean government for installing...
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A Record 1Q for Samsung but Not Moving to Holding Company Structure; FVE Retained at KRW 2.2 Million
Samsung has announced very strong first-quarter earnings with operating profit of KRW 9.9 trillion, up 47% year on year and 7% sequentially on the...
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