SK Hynix System IC - Official Regulatory Filing Summary & Implications
SK Hynix Inc (000660 KS)'s board officially approved its foundry business divestiture (through physical division) yesterday. They made a regulatory...
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What Phison/Partner Said About Toshiba Memory Sales?
What did Phison say about Toshiba memory business sales?Economic Daily News reports CEO/Chairman of Phison Electronics Corp (8299 TT) Mr. KS Peng's...
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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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