DRAM, NAND Prices Are NOT Going To Collapse To Cost. Here's Why.
Samsung Electronics, SK Hynix and Micron latest earnings reports all have one thing in common- they were all record quarters. This comes in spite...
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Jinhua & UMC Issue Separate & Curious Responses To US Assertions Of IP Theft & Economic Espionage
Jinhua and United Microelectronics Corp, the two companies indicted last week by the US Department of Justice (DOJ) for IP theft from Micron, both...
642 Views
Samsung Earnings Call Leaves Cause to Worry
Samsung's October 31 earnings call should give investors reason for concern since management appears not to understand the basis for semiconductor...
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China's Semiconductor Plans Unravel As US DOJ Indicts Jinhua & UMC For IP Theft.
On November 1'st, the US Department of Justice (DOJ) issued indictments against United Microelectronics (UMC), Fujian Jinhua Integrated Circuit...
759 Views
US Export Ban On China's Jinhua. Winners & Losers.
On Monday October 29'th last, the US Department Of Commerce announced that it was taking action to restrict exports to Fujian Jinhua Integrated...
643 Views