Samsung: Earnings Guidance Points to Better than Expected Growth in Smartphone Sales
The South Korean tech giant Samsung Electronics on Tuesday (8th October 2019) announced its guidance for 3Q2019. The company expects revenues to...
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After the Collapse: Semiconductors Enter the Next Phase
This SmartKarma Insight provides a current view of the semiconductor industry's status, benchmarking today's market status against a typical...
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Micron Q4 2019 Earnings & Outlook.Things May Be Worse Than They Appear.
Micron executives tried to put a brave face on their Q4 2019 earnings on September 26'th last. There were soothing words about solid execution and...
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Micron: Plan Is Good. Market? Not So Much!
Micron Technology announced its earnings Thursday, September 26. Although the company has done a good job of moving from the back of the pack to...
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To Cut Or Not To Cut Wafer Starts During A Memory Down Cycle & Why It Doesn't Matter!
It has been fascinating to watch how the current memory (DRAM & NAND) down cycle has unfolded. Of particular interest has been the various...
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