KLA-Tencor Q12018 Strong Results Fueled By China WFE Spending
KLA-Tencor Corp (KLAC US), the semiconductor process control and yield management power-house, yesterday posted record earnings for their latest...
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Mecaro IPO Part 1 - IPO Prospectus Summary
Mecaro Co Ltd (241770 KS) was initially founded in 1999 with the corporate name of 'Mecaronix' by the guy named Yoon Kang-sik. It was then acquired...
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Learnings From The History Of Memory Part 2- DRAM Supply, Demand & Pricing Are Foregone Conclusions
As we saw in a recently published Insight, Learnings From The History Of Memory Part 1 - China’s DRAM Dreams, both DRAM and NAND are in a...
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Incumbent 'Second Mover' Advantage as AI Hype Risks Reality Check...
The aggregation effects that fuelled social media/search and e-commerce platforms are not relevant in hardware and the premia being applied to...
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Correlation Between SK Holdings' ₩300bil Bond Issuance & SK Siltron TRS Deals
What should we make of SK Holdings Co Ltd (034730 KS)'s latest ₩300bil bond issuance? Below is the regulatory filing submitted by SK Holdings for...
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