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...
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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...
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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
As China Digs for Growth, Can Korea Break Chaebol Dominance?
Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...
632 Views
Structural and Cyclical Drivers Underpin Semiconductor Outperformance
The secular overweight since 2012 to semiconductor growth themes including sensor, parallel processing and communication chip stocks has...
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