TOSBF News and Press, Toshiba Corp From 10/04/22

Summary Both Intel and Micron have dropped their pursuit of 3D XPoint / Optane. There is nothing wrong with the well-received technology itself. There is, however, lots of behind-the-scenes information in the court documents. Recap Way back in 2015, I wrote a...

Summary Lawsuits, forever chemicals, competition, and many other factors are toppling the industrial conglomerate 3M Company. A fate worse than death awaits investors in 3M: stagnation and indecisiveness. Instead of clinging on to hope for the future, just sell 3M and walk awa...

In the current memory industry, only large-scale manufacturing and investments can thrive. NAND could be a huge growth engine in the future, especially for MU. CAPEX spending may not equal improved profitability. MU has to be prudent on how to spend money. There will be more f...

The following slide deck was published by Toshiba Corporation in conjunction with their 2022 Q1 earnings call. For further details see: Toshiba Corporation 2022 Q1 - Results - Earnings Call Presentation

Storage company Western Digital ( WDC ) issued weaker-than-expected results and guidance on Friday, prompting a sell-off in related semiconductor stocks. Western Digital earned an adjusted $1.78 per share on $4.53B in revenue, compared to estimates of $1.72 per share on $4.57B i...

Western Digital ( WDC ) and Kioxia Holdings, a spin-off of Toshiba ( OTCPK:TOSBF ), will receive $680M in subsidies from Japan to boost production of memory chips, the country's government said on Tuesday. The news, first reported by Reuters, comes as the world continues t...

With strong recent trading, Fixstars' shares have performed strongly YTD. We believe the risk profile is high with Fixstars' limited success in new hires and our expectation of a downturn in the semiconductor market in the next 12 months. With the shares trading on an estimate PER...

Toshiba is a leading provider of a range of technology solutions from consumer goods to nuclear energy generation. The varied nature of the company has been hard to handle over the past decade as growth falters. As a result, calls for a split or takeover have been loud over the pa...

Tokyo Electric Power ( OTCPK:TKECF ) is considering joining a partnership between state-backed Japan Investment Corp. and P-E firm Japan Industrial Partners to bid for Toshiba ( OTCPK:TOSBF ), Bloomberg reported on Tuesday. Japan's largest power utility is looking to sec...

KKR allows you to own its fund management side, as well as some of its private investments. Credit and real estate is positioned to outperform, due to their interest-linked income. KKR has an impressive OPM of over 54% and has been growing revenue at around 20% p.a. for over a dec...