Kioxia IPO – Overoptimistic NAND Market Projections and Concentration Risk
The long anticipated Kioxia IPO is finally here, potentially to provide some relief to Toshiba activists. We have long been sceptical of premium...
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Kioxia IPO - The Flow Dynamics
Kioxia (6600 JP) - formerly known as Toshiba Memory Corp - is the owner/operator of a group of facilities in Japan, most notably the Yokkaichi...
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Kioxia IPO Early Thought: Inventor of the NAND Flash
Kioxia, formerly the Toshiba Memory Corporation, plans to seek a listing in October this year. The company has a long track record in the memory...
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Ukraine Invasion's Semiconductor Impact
How will the chip market be impacted by sanctions against Russia? The SIA expects a negligible demand decrease and no short-term impact tot he...
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