Japanese Semiconductor-Related Stocks - Leaders & Laggards as We Go Deep Into the IC Cycle
If you go from the peak of the 1980~82 semiconductor cycle (ie the one that gave us the Commodore 64, the IBM PC [and technically the Apple III])...
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Toshiba Memory Sale - Player Scorecard
In the last few days, there have been a number of interesting news items related to Toshiba Corp (6502 JP)'s sale of its memory chip...
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Toshiba - What Really Is the Reason for WDC Threatening a Veto?
As Andrew Lu points out in his pieceToshiba NAND Unit Sales...", Western Digital's (WDC) veto threat looks to be a spoiling exercise. There are...
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Western Digital Attempts to Block Toshiba Chip Business Sale to Outside Parties
Early on the 13th April, the Nikkei reported that Western Digital Corp (WDC US) is attempting to block Toshiba Corp (6502 JP)'s attempted sale of...
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The Week That Was in NorthAsia@Smartkarma - Japanese Autos, Toshiba, Lineage and Accordia Golf Trust
JapanAre Honda and Nissan's Brands Overrated?Noriaki Hirakata, CFA examines perceptions vs. reality in Are the Japanese Brands Still Competitive?...
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