Stronger DRAM Contract Might Offset the Spot Softness for Vendors; Valuation Tells Us One Thing
Summary Better than expected DRAM contract: Despite a likely single digit q/q decline on DRAM spot price to fall below US$3 in 2Q17, DDR3 4Gb DRAM...
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The Week that Was in Greater China @Smartkarma: TSMC Wins, Chinese Housing, More on May Auto Sales
This is the 5th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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Whirlpool India: Multi Year Opportunity
India’s fourth largest refrigerator (RF) and washing machine (WM) player. Urban penetration of RF at 75% and of WM at 25% offers a long runway for...
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Western Digital Files Injunction in California Against Sale of Toshiba JVs
News reports are now indicating that the disagreements between Toshiba Corp (6502 JP) and Western Digital Corp (WDC US) have reached a new low with...
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Bingo, Qualcomm Might Switch 7nm Orders Back to TSMC
What's new?Korea ET news reported Qualcomm Inc (QCOM US) might use Taiwan Semiconductor Mfg. Co. Ltd. (2330 TT)'s 7nm for its next generation...
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