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anon
RT @tobyshute: Abrasive-free CMP was not on my radar. Challenge to the Fuso/Fujimi/Fujibo nexus.. https://t.co/Cw3w7MDsFI
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RT @tobyshute: Abrasive-free CMP was not on my radar. Challenge to the Fuso/Fujimi/Fujibo nexus.. https://t.co/Cw3w7MDsFI
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anon
RT @SStapczynski: Tokyo is being powered by nuclear energy for the first time in over a decade 🇯🇵 ☢️
⚡️ Tepco’s Kashiwazaki-Kariwa nuclear power plant restarted, and No. 6 reactor is producing electricity for the first time in 14 years
🤝 Japan is doubling down on nuclear to cut fossil fuel use https://t.co/UV74LQuU1n
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RT @SStapczynski: Tokyo is being powered by nuclear energy for the first time in over a decade 🇯🇵 ☢️
⚡️ Tepco’s Kashiwazaki-Kariwa nuclear power plant restarted, and No. 6 reactor is producing electricity for the first time in 14 years
🤝 Japan is doubling down on nuclear to cut fossil fuel use https://t.co/UV74LQuU1n
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Jukan
What’s noteworthy about the ByteDance–Samsung Foundry rumor is that ByteDance is reportedly looking to use Samsung’s foundry services as a way to secure memory supply from Samsung.
Yes, Samsung is leveraging the current severe memory supply shortage to win more foundry orders.
If I may toot my own horn, I covered this before anyone else, back on January 1st.
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What’s noteworthy about the ByteDance–Samsung Foundry rumor is that ByteDance is reportedly looking to use Samsung’s foundry services as a way to secure memory supply from Samsung.
Yes, Samsung is leveraging the current severe memory supply shortage to win more foundry orders.
If I may toot my own horn, I covered this before anyone else, back on January 1st.
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @BillAckman @naval said it best:
“A healthy man wants a thousand things, a sick man only wants one.”
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RT @DimitryNakhla: @BillAckman @naval said it best:
“A healthy man wants a thousand things, a sick man only wants one.”
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Michael Fritzell (Asian Century Stocks)
RT @Ross__Hendricks: The bull thesis for SAAS in a nutshell
A probabilistic tool, where hallucinations are an unavoidable feature, will never replace deterministic software en masse
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RT @Ross__Hendricks: The bull thesis for SAAS in a nutshell
A probabilistic tool, where hallucinations are an unavoidable feature, will never replace deterministic software en masse
“AI wiLL RePlAcE eVeRy WhItE cOllAr JoB” https://t.co/rZEZKJKJUX tweet
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anon
Elecom took Nippon Antenna, a net-net, private effectively ripping off shareholders and then booked a 7.6 billion yen negative goodwill and announced a 73% EPS guidance upgrade. Fucked up world this is in Japan. https://t.co/pdMZIjXmP5
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Elecom took Nippon Antenna, a net-net, private effectively ripping off shareholders and then booked a 7.6 billion yen negative goodwill and announced a 73% EPS guidance upgrade. Fucked up world this is in Japan. https://t.co/pdMZIjXmP5
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Clark Square Capital
Would love a RT if you found this useful! Thank you!
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Would love a RT if you found this useful! Thank you!
Here is this week's special situations digest.
281 situations in activist campaigns, M&A/divestments, management changes, and other corporate events.
Make sure to check it out https://t.co/NZBTGqVC6P tweet
Jukan
JP Morgan comment on Kioxia:
‘A significant portion of Kioxia’s contracts are structured with annual volume agreements and quarterly price negotiations. Long-term volume agreements for 2026 appear to be largely finalized. Some data center and enterprise customers have proposed long-term contracts extending through 2027–28, along with advance payments, and the company is actively reviewing these proposals.’
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JP Morgan comment on Kioxia:
‘A significant portion of Kioxia’s contracts are structured with annual volume agreements and quarterly price negotiations. Long-term volume agreements for 2026 appear to be largely finalized. Some data center and enterprise customers have proposed long-term contracts extending through 2027–28, along with advance payments, and the company is actively reviewing these proposals.’
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