Start Building Long Position on SK Telecom for Split/IPO, It's Not Too Early
SK Telecom's top management is planning to split SKT in the form of spinout (physical division). They will then IPO SKT Opco to raise additional...
475 Views
Micron. What The Market Is Missing, For Now.
Micron posted record Q4 FY 2018 earnings with revenues of $8.44 billion, up 8% QoQ and 38% YoY, handily beating the forecast of $8.2 billion at...
621 Views
Micron. Separating Fact From Fiction
From analyst downgrades to Chinese court injunctions to the high-profile split with Intel, Micron has encountered a plethora of negative catalysts...
363 Views
NAND Flash Prices Continue to Drop
NAND flash prices, which have been in decline for the entire year, reached an interesting level of $0.08/GB on the spot market last week. This...
521 Views
Does YMTC's "Xtacking" 3D NAND Make Sense?
Considerable attention has recently been focused on YMTC, China's upcoming new NAND flash manufacturer, and its groundbreaking "Xtacking" approach...
750 Views