Growing Semiconductor Sales, Samsung Record Guidance & Stable DRAM Pricing Belie Sector Doom & Gloom
Three important data points in recent weeks point to continued strength in the global semiconductor markets in the face of increasing pessimism and...
590 Views
Smartkarma’s Week that Was in JP/KR: King Street Vs. Toshiba, Korea's Donki, and SKT Split
Below is the list of the Japan/Korea related posts put on the Smartkarma platform last week. It was a holiday week for both Japan and Korea. So, we...
355 Views
Last Week in Event SPACE: Toshiba, Takeda, Spring REIT, SK Holdings, IMAX, Samsung C&T
Last Week in Event SPACE ... King Streets' proposals for Toshiba Corp (6502 JP) are aggressive and overly optimistic. The 127-page document is...
510 Views
Stub Trade on Samsung C&T with BioLogics as a Sole Pair Partner
The last Samsung C&T (028260 KS) block deals ended last month on Sep 20. C&T is now free of circular shareholding links. That is, C&T...
458 Views
How NAND's Fall Leads to a DRAM Collapse
It is puzzling to some that today's NAND flash price collapse will necessarily lead to DRAM trouble, but the relationship between the two is not...
538 Views