Memory Chips
The world is short of memory. The big three memory companies – Samsung, SK Hynix and Micron – control over 80% of the global memory chip market at...
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Syswork IPO Summary - Semicon Cleanroom Ventilation/Cooling System Provider
We have another interesting microcap IPO this month. It is Syswork Co Ltd (269620 KS) which basically makes ventilation/cooling control system,...
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Levels to Buy Asian Tech Giants
After a hard SOX decline in the US, Asia tech is now back at more attractive levels on a medium term basis and we are even seeing initial positive...
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Learnings From The History Of Memory Part 5- China's NAND Flash Mega-Billions Gamble
Earlier this month we heard reports that Yangtze Memory Technology Corp (YMTC) had succeeded in developing a 32-layer NAND flash process and that...
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Top 50 Beaten-Down THAAD Related Stocks That Are Recovering (Part 2) - Buy on Rumor, Sell on News?
About a month ago, we provided a list of 50 stocks in Korea in our note, Comprehensive List of Top 50 Beaten-Down THAAD Related Stocks That Are...
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