My Thoughts from the S-Fuelcell's CEO Presentation
S-Fuelcell (SFUEL KS)'s CEO made a presentation of the company today, which I attended. The institutional investors bookbuilding for the...
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Japan: Quarterly Cash Flow Update - Yen Weakens > Normal Service Resumed
OPERATING CASH FLOW REBOUNDS HELPED BY WEAKER ¥ - Operating Cash Flow (OCF) for Japan's listed non-financial companies rebounded sharply in the...
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Does YMTC's "Xtacking" 3D NAND Make Sense?
Considerable attention has recently been focused on YMTC, China's upcoming new NAND flash manufacturer, and its groundbreaking "Xtacking" approach...
746 Views
Fukuoka Financial Group (8354 JP): Southern Comfort
It has taken some 30 months of waiting, two postponements, the threat of a ‘cease and desist order’ (which would have been the first such order...
358 Views
2019: A Zero-Margin Year for Memory Chips
There's a lot of mystery surrounding semiconductor cycles and the current status of the market. In this post I will explain the typical memory...
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