Are Chip Oligopolies Real?
In the semiconductor industry, particularly in the DRAM sector, there has been significant consolidation leading some to hypothesize that there's...
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Forecasting the Semiconductor Market
This is the time of year that Objective Analysis releases its semiconductor forecast. This post is based upon a video posted on the WeSRCH website...
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Micron's Guidance Bombshell Signals Troubled Times Ahead For Beleaguered Semiconductor Segment
After months of skirting around inventory build-up and a weakening demand outlook, Micron used their latest earnings report to call closing time on...
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Buy the Chip Equip Dip
The capital equipment space offers moats and growth at favorable prices.In April 2016, we published a report on the wafer fabrication equipment, or...
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Semiconductor Memory Prices Continue to Fall
My prior posts have alluded to semiconductor memory price falls for DRAM and NAND flash. This post provides graphic evidence that this fall is...
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