Will China NDRC Drive Memory Price Down in 2018 After a Likely Antitrust Investigation?
Summary NDRC might proceed an investigation: To protect domestic smartphone and PC/tablet vendors' profits and global competitiveness, we expect...
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Micron's Latest Earnings Reaffirms A Healthy Memory Market Environment Heading into 2018
Micron Technology Inc (MU US) is unique in that its earnings calendar is out of sync with the rest of its peers and consequently their earnings...
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Toshiba (6502) - China Anti-Trust Concerns Over Hynix Involvement in TMC Sale
According to Bloomberg, China anti-trust officials are said to be concerned about the role SK Hynix (000660 KS) will play in the sale of Toshiba's...
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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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