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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Seagate CEO Bullish on HDDs – Consider the Source, but Still Interesting
We attended a presentation by Seagate's (STX US) CEO Stephen Luczo on April 5th. The presentation was sponsored by Nidec (6594 JP) at its new...
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Phison Chairman Expects NAND Price Correction in 2Q17 and Not Ruling Out to Invest Toshiba Memory
What's new?Phison Electronics Corp (8299 TT) chairman/CEO Mr. Chien-cheng Pan hosts an investor conference on 7 April 2017 to comment the...
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Toshiba (6502): Westinghouse, Toshiba Memory, the HDD Business / Toshiba Memory Spinoff
Analysts Pelham Smithers and Joel Scheiman commentToshiba Corp's share price is unlikely these days to be affected by anything other than specifics...
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Semi-Equipment Top Pick: Long Term Secular Winner
In sweet spot of semiconductor equipment spending. More than 50% of wafer fabrication equipment ('WFE') spending is in deposition and etch, which...
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