Toshiba - What Really Is the Reason for WDC Threatening a Veto?
As Andrew Lu points out in his pieceToshiba NAND Unit Sales...", Western Digital's (WDC) veto threat looks to be a spoiling exercise. There are...
203 Views
Toshiba NAND Unit Sales - Apple Comes to Help but WD Comes to Sabotage
What's new?Bloomberg news today suggested Apple Inc (AAPL US) is considering a range of options from partnering with Hon Hai Precision Industry...
236 Views
TSMC - Market Might Wait for a Consensus Expectation Reset Before Turning Positive on Strong 3Q
Executive summary Strong 2H17 intact: Despite weaker 1H17, TSMC reiterates 2H17 sales over 2H16 by 5% in US$ term, implying 3Q17 sales growth of...
317 Views
JSR & Shin-Etsu Chemical – Implications from TSMC Ramping Up A11 Output
Chinese-language publications recently reported that TSMC (2330 TT) should begin volume production of the A11 this month. The launch of a new...
204 Views
Phison Chairman Expects NAND Price Correction in 2Q17 and Not Ruling Out to Invest Toshiba Memory
What's new?Phison Electronics Corp (8299 TT) chairman/CEO Mr. Chien-cheng Pan hosts an investor conference on 7 April 2017 to comment the...
239 Views