Look at Kioxia , the fab split btw KIOXIA-SNDK is 60-40% . Similar products they were supposed to merge when WDC owned SNDk.
Theoretical, KIOXIA should have a mkt cap 50% larger than SNDK given they should have more 50% output based on Fab/capez agreement yet it trades at 40% discount
Look at Kioxia , the fab split btw KIOXIA-SNDK is 60-40% . Similar products they were supposed to merge when WDC owned SNDk.
Theoretical, KIOXIA should have a mkt cap 50% larger than SNDK given they should have more 50% output based on Fab/capez agreement yet it trades at 40% discount
thank you vm for this. Very long the memory/dram/hbm/nand sector. Lfg