Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
SK Hynix staged one of the largest tech IPOs in history, then promptly handed investors a brutal loss within weeks. Now one Wall Street analyst is betting the selloff created exactly the kind of gap that turns patient buyers into big winners.
CXMT's blockbuster IPO rattles U.S. memory stocks, but its current market position suggests the broad selloff may overstate the near-term competitive threat.
Memory and storage stocks came under pressure on July 27 after China’s leading semiconductor manufacturer, ChangXin Memory Technologies (CXMT), delivered a blockbuster Shanghai stock market debut to surpass a $500 billion valuation. Micron Technology, Inc. (NASDAQ:MU) shares fell 5%, Sandisk Corporation (NASDAQ:SNDK) declined around 12%, while Western Digital Corporation (NASDAQ:WDC) also traded sharply lower on […]
China's CXMT just pulled off one of the most explosive stock market debuts in history, and memory giants with triple-digit gains on the books are now facing a sector-wide reckoning that could upend the entire bull case for DRAM and NAND.
Merger talks with Kioxia put Western Digital back in focus Western Digital (WDC) is again in the spotlight after reports of renewed merger discussions with Japan based Kioxia Holdings, centered on combining their NAND flash assets through either a share based deal or a spin off. See our latest analysis for Western Digital. The latest merger headlines arrive during a volatile stretch for Western Digital, with the share price up 12.5% in the last day but down 26.5% over 30 days. At the same...
Western Digital and Kioxia Holdings have restarted merger discussions focused on combining their flash memory assets. The talks center on creating a larger player in NAND flash that would pool data center and PC memory operations. Previous negotiations were affected by valuation differences and regulatory concerns, so renewed talks indicate that discussions have resumed. Western Digital, traded as NasdaqGS:WDC, is back in focus as the market evaluates what a tie up with Kioxia could mean...
China's CXMT is heading for a massive IPO, and the news is sending shockwaves through the memory chip sector, hitting stocks that had already surged hundreds of percent this year. Whether this selloff is a buying opportunity or the beginning of a bubble burst has investors sharply divided.
Western Digital, NasdaqGS:WDC, has re-entered merger discussions with Japan based Kioxia Holdings, focused on combining their NAND flash memory operations. The renewed talks follow earlier attempts that did not progress, which were affected by valuation debates and regulatory considerations. A potential transaction could reshape how NAND flash capacity is organized across the industry and influence Western Digital’s role in flash memory. Western Digital is a key supplier of NAND flash...
SK Hynix shares rose 5.6% in Seoul trading on Monday, pushing its market capitalization to $1.35 trillion.
Sandisk has been a wild success since its return to the public markets as an independent company.
BXDC starts trading on May 14.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
