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...
248 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...
329 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...
217 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...
250 Views
Sharp Corp: Valuations Extreme, Even Before C Share Conversion
A familiar, if somewhat damning, approach to investing in Japan – at least from a dinner party conversation viewpoint – is to take stocks where...
182 Views