Learnings From The History Of Memory Part 5- China's NAND Flash Mega-Billions Gamble
Earlier this month we heard reports that Yangtze Memory Technology Corp (YMTC) had succeeded in developing a 32-layer NAND flash process and that...
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Top 50 Beaten-Down THAAD Related Stocks That Are Recovering (Part 2) - Buy on Rumor, Sell on News?
About a month ago, we provided a list of 50 stocks in Korea in our note, Comprehensive List of Top 50 Beaten-Down THAAD Related Stocks That Are...
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Samsung Electronics Valuation Study
MS first started it. Soon after, several local brokerages and its wall street buddy GS struck back. Yes, I am talking about Samsung Electronics Co...
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Learnings From The History of Memory Part 4- The Insatiable Demand For NAND Flash
NAND Flash bit shipment grew at a CAGR of 52% between 2010 and 2015, down from CAGR of 117% in the previous five years but still a remarkable...
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Toshiba: A Look at the Scenario Where Toshiba Retain TMC as a Consolidated Subsidiary
Following up on our insight where we turned more constructive on Toshiba stock (in the short-term in particular), we provide a more detailed...
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