WDC – Using the Toshiba JV to Improve Profits
The output of WDC's and Toshiba's joint-venture NAND flash fab is split 50/50, but WDC isn't compelled to take its entire half of the output. This...
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The Danger of Over-Applying Trade Sanctions
The semiconductor and other businesses have successfully avoided "Dumping", the practice of selling product below cost, through the judicious...
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July Semiconductor Revenues Reported: Down 15.5% YoY
The World Semiconductor Trade Statistics organization released July revenues on September 3. Revenues are 15.5% below the same month a year ago...
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Where Are We in the Semiconductor Memory Price Collapse?
This SmartKarma Insight takes a simple look at the current memory chip price collapse to learn where the industry stands in the current downfall,...
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Have We Hit the NAND Flash Trough?
In its most recent earnings call Western Digital executives told investors that the flash memory business has hit its trough, implying that...
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