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...
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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...
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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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Japan: Results and Revisions Update - Aggregate TTM Net Income Exceeds 2019 Full-Year Forecast
SEVEN UP QUARTERS - With 95% of this quarters' results now announced, Japanese listed company's earnings per share has now risen for seven straight...
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Japan: Relative Price Score Long Portfolios
RELATIVE PRICE SCORE LONG PORTFOLIOS - Our recent insight Japan: Most Overbought & Most Oversold - The Relative Price Score introduced our...
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