Kioxia IPO Early Re-Look - Better Placed This Time Around
Kioxia Holdings (6600 JP) aims to list in Japan by Oct 2024 at a valuation of over US$10bn, as per media reports. In this note, we take an early...
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Semicon West: Big Shifts in the NAND Market
Semicon West is “back”! Participation this year was up 65% compared to 2022, and I believe it’s an all-time high for visitors! Over 25,000...
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Semis Just Broke a Record. Why Did Nobody Notice?
August's semiconductor revenues hit a record high of over $53 billion, but concerns about a potential market collapse are overshadowing the...
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Are Semiconductors Finally Recovering?
The chip sector is beginning to recover with rising memory prices and six consecutive months of above-average revenue growth, suggesting the onset...
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Micron FYQ4: Bad, and About to Get Worse
Micron announced revenues down 23% Quarter on Quarter and guided down another 36% Q/Q for the current quarter. This shows what upcoming results...
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