Toshiba Corp (USA)

• A Joint Venture That Will Rule The NAND Industry

  By Piyush Arora - May 23, 2013 | Tickers: SSNLF, SNDK, TOSBF

  This year’s Consumer Electronics Show (CES 2013) did more than just pumping up the adrenaline levels of geeks. Qualcomm’s latest Snapdragon 800 and NVIDIA’s Tegra 4 chips are not only blazing fast, but have also unfolded growth prospects for the hard drive industry. These chips are capable of recording and rendering 4k content, which would naturally pump up the data storage requirements with their gradual adoption.

  Good more »

• A Chipmaker That's About to Pop

  By Piyush Arora - May 13, 2013 | Tickers: MU, SSNLF, TOSBF

  Anybody who is following the DRAM (Dynamic Random Access Memory) industry must be aware of the recent crash in DRAM prices, which wreaked havoc on most DRAM manufacturers. The crash was a result of falling PC sales, while ultrabooks failed to grow at the expected rate.

  To counter the falling prices, DRAM manufacturers, including Toshiba (NASDAQOTH: TOSBF) and Samsung (NASDAQOTH: SSNLF), cut the production of their memory modules, which, coupled more »

• Western Is Headed North, For Now

  By Victor K. - April 22, 2013 | Tickers: STX, TOSBF, WDC

  Western Digital Corp's (NASDAQ: WDC) stock is up by about 18% over the past year, easily outperforming both the NASDAQ and S&P 500 -- they delivered 4% and 11%, respectively.  Will Western Digital continue its northbound ascent, or is it due for a tumble? 

  Overview 

  Western Digital is a $12 billion technology company based in the US.  It's one of the largest manufacturers of hard disk drives (HDD more »

• This Company Is Primed for a Leap

  By Piyush Arora - February 28, 2013 | Tickers: MU, SSNLF, TOSBF

  Due to continued oversupply of DRAM (Dynamic Random Access Memory) modules and a 5% reduction in annual PC sales (in 2012), prices of 4GB DRAM modules had plunged to the $15 mark. As a result, manufacturers cut down on their production which created a strain on its supply, and eventually led to a price recovery. According to a recent report, DRAM module prices surged by 11% in January alone, and more »

• Is it Time to Become Big in Japan?

  By Lior Cohen - February 15, 2013 | Tickers: SNE, TOSBF, TM

  Since the beginning of the year the "currencies wars" have taken another step forward. The recent developments are coming from Japan. The political change in Japan and the decisions of Bank of Japan in the past several months to take its monetary policy to the next level are among the contributing factors for the devaluation of the Japanese yen. This shift brings uncertainty to the region, but could also prove more »

• Investing in the Future of Mobile Devices Part 2 - Components and Software

  By Siddharth Dalal - January 25, 2013 | Tickers: AAPL, BBRY, GOOG, LPL, MU, MSFT, NOK, SNDK, HXSCL.PK, TOSBF

  In Part 1, I covered a couple of device makers along with CPU and graphics chip makers. In Part 2, I'll cover software and the components that matter the most.

  After all nobody cares if they have a dual core or quad core or 1GHz or 1.5GHz processor other than geeks like me. What people care about is how cool the display looks and how easy is it more »

• Apple’s Newest Suppliers-Should You Invest?

  By Karen Rogers - September 17, 2012 | Tickers: AAPL, MU, TOSBF

  With Samsung (SSNLF) being phased out of Apple’s (NASDAQ: AAPL) universe, a new crop of component suppliers has come on board.  Apple is the world’s leading chip buyer and these companies should be kept busy producing enough chips to meet the tech giant’s demands.  The financial health of the three companies Apple selected to replace Samsung is summarized in the following chart.

  Toshiba

  Elpida Memory

  SK Hynix more »

• Profiting from the shift to Ultrabooks

  By Piyush Arora - August 28, 2012 | Tickers: OCZ, SNDK, STX, TOSBF, WDC

  The first thing that comes to my mind when I go to purchase any electronic gadget is, how many months before it becomes outdated. That’s the same business practice that perhaps, most businesses earn their revenues from. I purchased a laptop nearly a year ago, thinking that this choice might just turn out to be future proof. Yet here I am looking at the new range of ultrabooks, which more »

• Mixed Earnings Review for The Shaw Group

  By Tyler Crowe - July 12, 2012 | Tickers: GEN, SHAW, TOSBF

  It is no secret that 2011 was a mixed bag for the heavy construction industry.  While some saw the worst of times in 2010, several players in the industry had to take a long look in the mirror to determine an effective strategy back to profitability.  Today let us look at The Shaw Group (NYSE: SHAW), who just released its quarterly earnings report on Tuesday.

  Despite the 4.8% increase more »