Semis Moving from Inventory Build to Inventory Digestion
Recent announcements have indicated that the semiconductor market is migrating from a period of strength from an inventory build-up to softer...
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Toshiba: Kioxia IPO Impact & Activist Positioning
Today, Kioxia (6600 JP) announced its IPO details (English here, Japanese page here) which includes an offering of both secondary and primary...
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Kioxia as a Business
Today (27 August, 2020) Kioxia announced its IPO plans. This company, the former Toshiba Memory, will be the focus of a lot of attention in the...
421 Views
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...
432 Views
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...
736 Views