The equity attributable to Toshiba’s (TOSYY) shareholders is projected to be $3.58 billion in fiscal 2015, compared to $9.03 billion in fiscal 2014.
Toshiba is set to structurally reform its Visual Product business segment by reducing its employee headcount from 4,800 to 1,100 by the end of fiscal 2016.
Toshiba’s (TOSYY) long-term goal is to build an enterprise customer base to generate sustainable and healthy profits.
Toshiba stated THAT it plans to concentrate on cash flow in planning its mid-term business plans, budget, business performance management, and evaluation.
Toshiba is looking to start an evaluation system for the CEO and president of the company, in which 120 senior managers will hold a vote of confidence in January 2016.
Toshiba (TOSYY) stated that it will refine its business by improving operational efficiency in order to be profitable and achieve a surplus.
Masashi Muromachi, Toshiba’s CEO, noted, “We admit our steps toward restructuring were behind the curve….Toshiba should have done across-the-board restructuring years ago, but it’s not too late.”
Japanese technology heavyweight Toshiba stated that it expects to record a net loss of $4.53 billion for the current fiscal year ending March 2016.
As of December 22, 2015, Oracle (ORCL) has generated returns of -20.5% for the trailing 12 months (or TTM) and -6.5% in the trailing-one-month period.
Oracle (ORCL) is spurring its growth in cloud computing by acquiring StackEngine, a Texas-based startup that develops management and automation tools for Docker containers.
One of the major concerns for computer hardware and server manufacturers is the declining spending of business enterprises.
As of December 24, 2015, Microsoft (MSFT) has generated returns of 14.2% for the trailing 12 months (or TTM) and 2.1% in the trailing-one-month period.
Consumer trends directly impact the semiconductor industry. For instance, consumers shifted from PC to mobile, negatively impacting Intel’s revenue.
Over the past years, Amazon Web Services has been leading the cloud computing segment by delivering tailored solutions based on several cloud models.
Japan’s consumer electronics form the biggest market for the semiconductor industry. Japan failed to realize the smartphone trend, leading to consolidations.
Despite growth in Europe’s semiconductor industry, it’s unlikely to grow as fast as its Asian counterparts. The EC launched its “10/100/20” strategy in 2013.
China is looking to become self-sufficient in all areas of the IC supply chain by 2030. The country aims to grow its domestic semiconductor industry.
The Market Intelligence and Consulting Institute forecasts Taiwan’s semiconductor industry to grow 2.4% YoY (year-over-year) to ~$67.2 billion in 2016.
The industry is going through a slow growth phase. This led to massive consolidation in the US semiconductor space as companies tried to expand portfolios.
Let’s look at the scenario for IDMs in 2016. According to IC Insights’ Foundry Almanac report, foundry sales by IDMs are expected to grow 4% in 2016.