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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Micron Guided Another Blowout Quarter; What Will Investors Do on the Good News
Summary Guiding Another blowout quarter: Micron guides another blowout 2Q17 sales growth of 12-20% q/q and 79-93% y/y to US$5.2-5.6bn, beating...
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Semi-Equipment Top Pick: Long Term Secular Winner
In sweet spot of semiconductor equipment spending. More than 50% of wafer fabrication equipment ('WFE') spending is in deposition and etch, which...
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Interview with DRAMexchange/Trendforce on DRAM Market Outlook
Summary 22% vs. 20%: Avril expects 2017 DRAM demand bit growth of 22% y/y, outpacing supply 's 20% y/y. Slower bit growth of 20% y/y for 2017 and...
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Would Toshiba Sell Its 100% of Memory Business to SK Hynix/Hon Hai? Unlikely
What's new?According to Korea Herald news and copied by Economic Daily and Commercial Times, SK Hynix Inc (000660 KS) and Hon Hai Precision...
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