Valuation and Toshiba Memory's IPO Chances
The FT reported yesterday that Toshiba maintained the possibility of an IPO for its memory unit as a backup plan in the event that antitrust...
212 Views
Intel To Micron- So Long & Thanks For All The Memories!
On the sidelines of the Consumer Electronics Show (CES) in Las Vegas this week, overshadowed (deliberately?) by the hype and extravaganza that has...
186 Views
BBSP Equity Asia Weekly Research 10th January 2018
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAP• HSCEI/MXAP ratio is moving in a range pattern. Therefore downgrade...
329 Views
A Brief Analysis Of The Latest Emerging & Speciality Memory Technologies
While DRAM and NAND Flash, and to a lesser extent NOR Flash, rightly garner the lion’s share of media and investor attention, multiple competing...
347 Views
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...
226 Views