Memory: No Longer a Sharp Price Hike in 2H17 and Investors Might Return in 1H18
Summary No longer a sharp price hike in 2H17: We estimate memory contract price increase of 4-6% q/q in 3Q17 and attribute the stronger DRAM...
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Toshiba Memory Corp Sales: WD/KKR In, Bain/Hynix Out?
What's new?According to Reuters news yesterday, a consortium led by Western Digital Corp (WDC US) is close to an agreement to buy Toshiba Corp...
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Toshiba Tilting To WDC - Third Anvil Drifting Away? But LNG...
Earlier this week there were a number of articles in the local and international press suggesting Toshiba Corp (6502 JP) was changing its tune, and...
262 Views
More Discussions on Impacts of Celltrion's KOSPI200 Inclusion
Celltrion Inc (068270 KS) said in a regulatory filing that it will have EGM at 10 AM on Aug 29 to decide whether it will move to KOSPI. Below is...
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Will US Court's Order Give a Chance to WD to Join Toshiba Memory Corp Sale?
What's new?Based on an agreement between the two companies to remove a preliminary injunction request by WD on Toshiba Memory Corp sale, the...
264 Views