Q2'23 Memory Segment Review
DRAM Q2'23 revenue ~$11 billion, up 14.6% QoQ, down 56% YoY. NAND Q2'23 revenue ~$9 billion, up 7.7% QoQ, down ~50% YoY. H1'23 was loss making...
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Fadu Pre-IPO - Stupendous Revenue Growth but Heavily Reliant on Two Key Customers
Fadu is a South Korean fabless semiconductor maker mainly engaged in flash storage technology innovation. Its core products are Enterprise Solid...
844 Views
Nanya Q2'23 Results. Doldrums Ahoy!
Q2’23 revenue NT$ 7,027 million, +9.4% QoQ , -61% YoY. Customer inventories ~normalised, supplier inventories remain ++. Until this corrects or...
428 Views
LG Energy - Quick Thoughts on US$2bn EB Offering by Parent
LG Chem Ltd (051910 KS) aims to raise around US$2bn via offering 2028 and 2030 puttable USD exchangeable bonds for LG Energy Solution (373220 KS)...
533 Views
NVIDIA. Yikes! Have We Missed The Boat?
Q1’23 revenues of $7.19 billion, -13% YoY but up +19% QoQ. Q2'23 outlook @ $11 billion, a ~55% QoQ increase. NVIDIA may be the gold rush, but picks...
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