Micron - Will the Recovery Ever Reach the End?
Never ended recoveryMicron Technology Inc (MU US) reports 3Q17 sales growth of 10% q/q (reaching high end of earlier guidance) and 91% y/y to...
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Kakao Short Sellers Are Still Lurking - Maybe Time to Take Profits Now
Is now time to take our handsome profits on Kakao Corp (035720 KS)? Kakao's KOSPI move news first broke on Apr 14, and since then, its price rose a...
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Toshiba Memory Corp Sales: More Solid Findings
More solid findingsAfter talking to more supply chain vendors related to Toshiba Memory Corp sales and we had more solid finds, however, we...
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Toshiba Memory Corp Sales Back to Bain: Is This the Final One?
What's new?Toshiba Corp (6502 JP) board has announced to choose the consortium led by Bain Capital as the buyer for Toshiba Memory Corp (for...
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A Brief Analysis of Semiconductor Wafer Fab Equipment's Current Growth Cycle
The latest Wafer Fab Equipment (WFE) from SEMI, details here, reported that worldwide sales of new semiconductor manufacturing equipment are...
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