Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Equity Bottom-Up

Kioxia posted solid revenue growth in its most recent quarter, and the market timing is good for an IPO.  All that is left is for the company to take advantage of this situation, but they haven't yet disclosed their intents.

Kioxia posted solid revenue growth in its most recent quarter, and the market timing is good for an IPO.  All that is left is for the company to take advantage of this situation, but they haven't yet disclosed their intents.

Kioxia Solid in Latest Quarter - Time for an IPO?

Japan/Asia Long-Short, LightStream Research

Mio Kato

Japan/Asia Long-Short

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Event-Driven

The <a href="https://www.wsj.com/articles/western-digital-in-advanced-talks-to-merge-with-kioxia-in-20-billion-plus-deal-11629914820?mod=hp_lead_pos3" target="_blank" rel="noopener">WSJ reported</a> that Kioxia and Western Digital had been continuing their previously rumoured talks and that discussions appear to be heating up. Details included a potential mid-September timeline, $20bn valuation and the deal being for shares rather than cash which would make sense given WDC’s market cap and leverage.

The WSJ reported that Kioxia and Western Digital had been continuing their previously rumoured talks and that discussions appear to be heating up. Details included a potential mid-September timeline, $20bn valuation and the deal being for shares rather than cash which would make sense given WDC’s market cap and leverage.

Toshiba – Possibility of a Kioxia-Western Digital Deal

In its most recent earnings call WDC reported higher HDD revenues than its flash revenues.  Is this a long-term trend?  This Insight explains why flash revenues are likely to regain first place, and gives an indication of how that might impact total revenues in the future.

In its most recent earnings call WDC reported higher HDD revenues than its flash revenues.  Is this a long-term trend?  This Insight explains why flash revenues are likely to regain first place, and gives an indication of how that might impact total revenues in the future. 

SK hynix held its second quarter earnings call on Tuesday, July 27, reporting a 22% sequential revenue increase and significant improvements in profits.  The company's outlook for the remainder of the year is very bullish.

SK hynix held its second quarter earnings call on Tuesday, July 27, reporting a 22% sequential revenue increase and significant improvements in profits.  The company's outlook for the remainder of the year is very bullish.

SK Hynix Expects Good Year to Get Even Better!

Thematic (Sector/Industry)

The SIA has released May semiconductor revenue statistics and the month broke all records for both revenues and unit shipments.  This is a continuation of the trend that this analyst has been reporting on since this time last year.  It appears that there is still plenty of strength in this market to allow further records to be broken.

The SIA has released May semiconductor revenue statistics and the month broke all records for both revenues and unit shipments.  This is a continuation of the trend that this analyst has been reporting on since this time last year.  It appears that there is still plenty of strength in this market to allow further records to be broken.

May Semiconductor Revenues Break a Record Once Again

Japan

Kioxia Holdings Corporation manufactures semiconductor memory products. The Company develops, produces, and sells flash memory cards, solid state drives, secure digital memory cards, and other products. Kioxia Holdings markets its products worldwide.

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Kioxia Holdings (6600 JP)

Kioxia Solid in Latest Quarter - Time for an IPO?

Kioxia is poised to post historically high revenues in the fourth quarter. Does this imply that the long-awaited IPO is imminent?

Jim Handy

Toshiba – Possibility of a Kioxia-Western Digital Deal

As Kioxia nears either an IPO or a merger with WDC we believe there is moderate short-term upside for Toshiba though an all share deal by WDC could...

Mio Kato

WDC: An HDD or an SSD Company?

WDC's flash revenues, have slipped below its HDD revenues, but should regain the top spot soon, and to remain there. Why is that, and how will...

Jim Handy

SK Hynix Expects Good Year to Get Even Better!

SK hynix posted a 22% sequential revenue increase with operating profits doubling, but the company expects for the remainder of the year to be even...

Jim Handy

May Semiconductor Revenues Break a Record Once Again

Even the semiconductors that are not in a dire shortage are in tight supply, driving prices and revenues to extraordinary heights. This Insight...

Jim Handy

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